See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,100 | $148,534-83.8% | $135,903-82.3% | $139,434-82.7% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 14.09% | 79.19%-65.1pp | 68.23%-54.1pp | 372.94%-358.9pp |
| Employer contribution / active EE | $14,002 | $5,243+167.1% | $4,856+188.3% | $4,751+194.7% |
| Participant deferral / active EE | $8,999 | $8,100+11.1% | $7,758+16.0% | $6,710+34.1% |
| Admin fee / account holder | $1,547 | $12,400-87.5% | $10,762-85.6% | $11,403-86.4% |