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 | $20,740 | $159,602-87.0% | $150,045-86.2% | $142,382-85.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 23.71% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $2,827 | $4,961-43.0% | $4,693-39.8% | $4,299-34.2% |
| Participant deferral / active EE | $7,804 | $8,310-6.1% | $7,997-2.4% | $6,507+19.9% |
| Admin fee / account holder | $854 | $14,846-94.2% | $13,435-93.6% | $12,624-93.2% |