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 | $88,322 | $214,378-58.8% | $200,582-56.0% | $142,382-38.0% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.53% | 46.41%-26.9pp | 42.33%-22.8pp | 217.08%-197.5pp |
| Employer contribution / active EE | $5,192 | $6,841-24.1% | $6,419-19.1% | $4,299+20.8% |
| Participant deferral / active EE | $18,107 | $9,865+83.5% | $9,331+94.0% | $6,507+178.3% |
| Admin fee / account holder | $785 | $17,692-95.6% | $16,305-95.2% | $12,624-93.8% |