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 | $50,444 | $214,378-76.5% | $200,582-74.9% | $142,382-64.6% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 23.05% | 46.41%-23.4pp | 42.33%-19.3pp | 217.08%-194.0pp |
| Employer contribution / active EE | $4,887 | $6,841-28.6% | $6,419-23.9% | $4,299+13.7% |
| Participant deferral / active EE | $6,938 | $9,865-29.7% | $9,331-25.6% | $6,507+6.6% |
| Admin fee / account holder | $3,986 | $17,692-77.5% | $16,305-75.6% | $12,624-68.4% |