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 | $36,048 | $214,378-83.2% | $200,582-82.0% | $142,382-74.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 86.9%-0.2pp | 80.1%+6.5pp |
| Annual return | 17.22% | 46.41%-29.2pp | 42.33%-25.1pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,966 | $6,841-71.3% | $6,419-69.4% | $4,299-54.3% |
| Participant deferral / active EE | $3,166 | $9,865-67.9% | $9,331-66.1% | $6,507-51.3% |
| Admin fee / account holder | $1,890 | $17,692-89.3% | $16,305-88.4% | $12,624-85.0% |