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 | $38,898 | $154,228-74.8% | $145,433-73.3% | $137,256-71.7% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 77.80% | 74.59%+3.2pp | 66.58%+11.2pp | 220.34%-142.5pp |
| Employer contribution / active EE | $3,439 | $4,804-28.4% | $4,554-24.5% | $4,156-17.3% |
| Participant deferral / active EE | $6,702 | $8,216-18.4% | $7,897-15.1% | $6,407+4.6% |
| Admin fee / account holder | $872 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |