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 | $35,641 | $177,572-79.9% | $154,803-77.0% | $142,382-75.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 20.70% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $8,471 | $4,810+76.1% | $4,305+96.8% | $4,299+97.0% |
| Participant deferral / active EE | $3,095 | $6,272-50.7% | $5,540-44.1% | $6,507-52.4% |
| Admin fee / account holder | $474 | $16,786-97.2% | $14,329-96.7% | $12,624-96.2% |