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 | $29,318 | $172,111-83.0% | $150,298-80.5% | $137,256-78.6% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | 64.24% | 69.37%-5.1pp | 62.79%+1.4pp | 220.34%-156.1pp |
| Employer contribution / active EE | $1,487 | $4,636-67.9% | $4,154-64.2% | $4,156-64.2% |
| Participant deferral / active EE | $4,352 | $6,166-29.4% | $5,453-20.2% | $6,407-32.1% |
| Admin fee / account holder | $358 | $16,471-97.8% | $14,116-97.5% | $12,270-97.1% |