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 | $154,228-86.6% | $145,433-85.7% | $137,256-84.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 23.71% | 74.59%-50.9pp | 66.58%-42.9pp | 220.34%-196.6pp |
| Employer contribution / active EE | $2,827 | $4,804-41.1% | $4,554-37.9% | $4,156-32.0% |
| Participant deferral / active EE | $7,804 | $8,216-5.0% | $7,897-1.2% | $6,407+21.8% |
| Admin fee / account holder | $854 | $14,344-94.0% | $13,129-93.5% | $12,270-93.0% |