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 5-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 | $20,402 | $177,572-88.5% | $154,803-86.8% | $142,382-85.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 22.30% | 65.07%-42.8pp | 58.88%-36.6pp | 217.08%-194.8pp |
| Employer contribution / active EE | $1,559 | $4,810-67.6% | $4,305-63.8% | $4,299-63.7% |
| Participant deferral / active EE | $2,984 | $6,272-52.4% | $5,540-46.1% | $6,507-54.1% |
| Admin fee / account holder | $1,062 | $16,786-93.7% | $14,329-92.6% | $12,624-91.6% |