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 | $34,691 | $159,602-78.3% | $150,045-76.9% | $142,382-75.6% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 21.96% | 70.24%-48.3pp | 62.55%-40.6pp | 217.08%-195.1pp |
| Employer contribution / active EE | $2,943 | $4,961-40.7% | $4,693-37.3% | $4,299-31.5% |
| Participant deferral / active EE | $11,270 | $8,310+35.6% | $7,997+40.9% | $6,507+73.2% |
| Admin fee / account holder | $1,060 | $14,846-92.9% | $13,435-92.1% | $12,624-91.6% |