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 | $20,716 | $159,602-87.0% | $150,045-86.2% | $142,382-85.5% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.09% | 70.24%-50.1pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $1,866 | $4,961-62.4% | $4,693-60.2% | $4,299-56.6% |
| Participant deferral / active EE | $2,977 | $8,310-64.2% | $7,997-62.8% | $6,507-54.3% |
| Admin fee / account holder | $1,969 | $14,846-86.7% | $13,435-85.3% | $12,624-84.4% |