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 | $35,975 | $159,602-77.5% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.3%-3.2pp | 80.1%-1.0pp |
| Annual return | 79.04% | 70.24%+8.8pp | 62.55%+16.5pp | 217.08%-138.0pp |
| Employer contribution / active EE | $2,649 | $4,961-46.6% | $4,693-43.6% | $4,299-38.4% |
| Participant deferral / active EE | $5,078 | $8,310-38.9% | $7,997-36.5% | $6,507-22.0% |
| Admin fee / account holder | $2,428 | $14,846-83.6% | $13,435-81.9% | $12,624-80.8% |