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 | $38,774 | $177,572-78.2% | $154,803-75.0% | $142,382-72.8% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.1%+13.6pp | 80.1%+11.5pp |
| Annual return | 17.44% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,383 | $4,810-71.2% | $4,305-67.9% | $4,299-67.8% |
| Participant deferral / active EE | $4,044 | $6,272-35.5% | $5,540-27.0% | $6,507-37.8% |
| Admin fee / account holder | $888 | $16,786-94.7% | $14,329-93.8% | $12,624-93.0% |