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 | $60,579 | $159,602-62.0% | $150,045-59.6% | $142,382-57.5% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.3%+1.0pp | 80.1%+3.2pp |
| Annual return | 22.36% | 70.24%-47.9pp | 62.55%-40.2pp | 217.08%-194.7pp |
| Employer contribution / active EE | $4,461 | $4,961-10.1% | $4,693-4.9% | $4,299+3.8% |
| Participant deferral / active EE | $8,522 | $8,310+2.5% | $7,997+6.6% | $6,507+31.0% |
| Admin fee / account holder | $1,222 | $14,846-91.8% | $13,435-90.9% | $12,624-90.3% |