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 | $31,450 | $209,336-85.0% | $197,124-84.0% | $137,256-77.1% |
| Participation rate | 81.3% | 87.3%-6.1pp | 86.7%-5.5pp | 80.0%+1.3pp |
| Annual return | 21.41% | 48.09%-26.7pp | 44.34%-22.9pp | 220.34%-198.9pp |
| Employer contribution / active EE | $1,961 | $6,591-70.2% | $6,227-68.5% | $4,156-52.8% |
| Participant deferral / active EE | $6,336 | $9,614-34.1% | $9,135-30.6% | $6,407-1.1% |
| Admin fee / account holder | $2,201 | $17,308-87.3% | $16,298-86.5% | $12,270-82.1% |