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 | $17,260 | $159,602-89.2% | $150,045-88.5% | $142,382-87.9% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 27.32% | 70.24%-42.9pp | 62.55%-35.2pp | 217.08%-189.8pp |
| Employer contribution / active EE | $2,254 | $4,961-54.6% | $4,693-52.0% | $4,299-47.6% |
| Participant deferral / active EE | $4,870 | $8,310-41.4% | $7,997-39.1% | $6,507-25.2% |
| Admin fee / account holder | $1,532 | $14,846-89.7% | $13,435-88.6% | $12,624-87.9% |