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 | $25,147 | $177,572-85.8% | $154,803-83.8% | $142,382-82.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.1%+16.4pp | 80.1%+14.3pp |
| Annual return | 61.10% | 65.07%-4.0pp | 58.88%+2.2pp | 217.08%-156.0pp |
| Employer contribution / active EE | $2,335 | $4,810-51.5% | $4,305-45.8% | $4,299-45.7% |
| Participant deferral / active EE | $4,923 | $6,272-21.5% | $5,540-11.1% | $6,507-24.3% |
| Admin fee / account holder | $1,231 | $16,786-92.7% | $14,329-91.4% | $12,624-90.2% |