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 | $38,774 | $159,602-75.7% | $150,045-74.2% | $142,382-72.8% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.3%+11.8pp | 80.1%+14.0pp |
| Annual return | 21.10% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-196.0pp |
| Employer contribution / active EE | $4,217 | $4,961-15.0% | $4,693-10.1% | $4,299-1.9% |
| Participant deferral / active EE | $7,604 | $8,310-8.5% | $7,997-4.9% | $6,507+16.9% |
| Admin fee / account holder | $2,002 | $14,846-86.5% | $13,435-85.1% | $12,624-84.1% |