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 | $16,968 | $177,572-90.4% | $154,803-89.0% | $142,382-88.1% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.1%-6.6pp | 80.1%-8.7pp |
| Annual return | 20.09% | 65.07%-45.0pp | 58.88%-38.8pp | 217.08%-197.0pp |
| Employer contribution / active EE | $3,155 | $4,810-34.4% | $4,305-26.7% | $4,299-26.6% |
| Participant deferral / active EE | $2,313 | $6,272-63.1% | $5,540-58.3% | $6,507-64.5% |
| Admin fee / account holder | $494 | $16,786-97.1% | $14,329-96.6% | $12,624-96.1% |