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 | $22,410 | $178,174-87.4% | $156,181-85.7% | $137,256-83.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 19.20% | 84.19%-65.0pp | 64.87%-45.7pp | 220.34%-201.1pp |
| Employer contribution / active EE | $1,426 | $4,972-71.3% | $4,294-66.8% | $4,156-65.7% |
| Participant deferral / active EE | $3,695 | $6,888-46.4% | $6,132-39.8% | $6,407-42.3% |
| Admin fee / account holder | $628 | $17,404-96.4% | $14,586-95.7% | $12,270-94.9% |