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 6-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 | $30,044 | $177,572-83.1% | $154,803-80.6% | $142,382-78.9% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | 23.04% | 65.07%-42.0pp | 58.88%-35.8pp | 217.08%-194.0pp |
| Employer contribution / active EE | $1,862 | $4,810-61.3% | $4,305-56.7% | $4,299-56.7% |
| Participant deferral / active EE | $11,267 | $6,272+79.7% | $5,540+103.4% | $6,507+73.2% |
| Admin fee / account holder | $1,592 | $16,786-90.5% | $14,329-88.9% | $12,624-87.4% |