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 | $34,352 | $159,602-78.5% | $150,045-77.1% | $142,382-75.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 15.07% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $8,638 | $4,961+74.1% | $4,693+84.1% | $4,299+100.9% |
| Participant deferral / active EE | $7,195 | $8,310-13.4% | $7,997-10.0% | $6,507+10.6% |
| Admin fee / account holder | $315 | $14,846-97.9% | $13,435-97.7% | $12,624-97.5% |