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 | $38,415 | $154,228-75.1% | $145,433-73.6% | $137,256-72.0% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 20.44% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $3,516 | $4,804-26.8% | $4,554-22.8% | $4,156-15.4% |
| Participant deferral / active EE | $6,493 | $8,216-21.0% | $7,897-17.8% | $6,407+1.4% |
| Admin fee / account holder | $442 | $14,344-96.9% | $13,129-96.6% | $12,270-96.4% |