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 3-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 | $39,879 | $159,602-75.0% | $150,045-73.4% | $142,382-72.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 104.51% | 70.24%+34.3pp | 62.55%+42.0pp | 217.08%-112.6pp |
| Employer contribution / active EE | $4,542 | $4,961-8.4% | $4,693-3.2% | $4,299+5.7% |
| Participant deferral / active EE | $9,507 | $8,310+14.4% | $7,997+18.9% | $6,507+46.1% |
| Admin fee / account holder | $2,520 | $14,846-83.0% | $13,435-81.2% | $12,624-80.0% |