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 | $32,159 | $159,602-79.9% | $150,045-78.6% | $142,382-77.4% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.3%+8.6pp | 80.1%+10.8pp |
| Annual return | 27.72% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $5,586 | $4,961+12.6% | $4,693+19.0% | $4,299+29.9% |
| Participant deferral / active EE | $10,228 | $8,310+23.1% | $7,997+27.9% | $6,507+57.2% |
| Admin fee / account holder | $4,411 | $14,846-70.3% | $13,435-67.2% | $12,624-65.1% |