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 | $25,790 | $148,534-82.6% | $135,903-81.0% | $139,434-81.5% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 26.56% | 79.19%-52.6pp | 68.23%-41.7pp | 372.94%-346.4pp |
| Employer contribution / active EE | $1,357 | $5,243-74.1% | $4,856-72.1% | $4,751-71.4% |
| Participant deferral / active EE | $8,602 | $8,100+6.2% | $7,758+10.9% | $6,710+28.2% |
| Admin fee / account holder | $933 | $12,400-92.5% | $10,762-91.3% | $11,403-91.8% |