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 | $36,051 | $177,572-79.7% | $154,803-76.7% | $142,382-74.7% |
| Participation rate | 78.6% | 82.1%-3.5pp | 78.1%+0.5pp | 80.1%-1.5pp |
| Annual return | 16.00% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $2,187 | $4,810-54.5% | $4,305-49.2% | $4,299-49.1% |
| Participant deferral / active EE | $5,625 | $6,272-10.3% | $5,540+1.5% | $6,507-13.6% |
| Admin fee / account holder | $521 | $16,786-96.9% | $14,329-96.4% | $12,624-95.9% |