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 | $42,914 | $159,602-73.1% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 20.03% | 70.24%-50.2pp | 62.55%-42.5pp | 217.08%-197.0pp |
| Employer contribution / active EE | $2,494 | $4,961-49.7% | $4,693-46.9% | $4,299-42.0% |
| Participant deferral / active EE | $8,857 | $8,310+6.6% | $7,997+10.8% | $6,507+36.1% |
| Admin fee / account holder | $6,684 | $14,846-55.0% | $13,435-50.3% | $12,624-47.1% |