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 | $88,112 | $177,572-50.4% | $154,803-43.1% | $142,382-38.1% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 27.42% | 65.07%-37.7pp | 58.88%-31.5pp | 217.08%-189.7pp |
| Employer contribution / active EE | $2,805 | $4,810-41.7% | $4,305-34.9% | $4,299-34.8% |
| Participant deferral / active EE | $8,339 | $6,272+33.0% | $5,540+50.5% | $6,507+28.2% |
| Admin fee / account holder | $1,644 | $16,786-90.2% | $14,329-88.5% | $12,624-87.0% |