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 | $24,368 | $159,602-84.7% | $150,045-83.8% | $142,382-82.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.72% | 70.24%-49.5pp | 62.55%-41.8pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,394 | $4,961-51.7% | $4,693-49.0% | $4,299-44.3% |
| Participant deferral / active EE | $4,716 | $8,310-43.2% | $7,997-41.0% | $6,507-27.5% |
| Admin fee / account holder | $605 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |