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 | $71,559 | $159,602-55.2% | $150,045-52.3% | $142,382-49.7% |
| Participation rate | 84.2% | 84.0%+0.2pp | 82.3%+1.9pp | 80.1%+4.1pp |
| Annual return | 36.62% | 70.24%-33.6pp | 62.55%-25.9pp | 217.08%-180.5pp |
| Employer contribution / active EE | $2,662 | $4,961-46.3% | $4,693-43.3% | $4,299-38.1% |
| Participant deferral / active EE | $5,792 | $8,310-30.3% | $7,997-27.6% | $6,507-11.0% |
| Admin fee / account holder | $521 | $14,846-96.5% | $13,435-96.1% | $12,624-95.9% |