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 3-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 | $20,841 | $159,602-86.9% | $150,045-86.1% | $142,382-85.4% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 27.71% | 70.24%-42.5pp | 62.55%-34.8pp | 217.08%-189.4pp |
| Employer contribution / active EE | $2,582 | $4,961-47.9% | $4,693-45.0% | $4,299-39.9% |
| Participant deferral / active EE | $9,365 | $8,310+12.7% | $7,997+17.1% | $6,507+43.9% |
| Admin fee / account holder | $1,764 | $14,846-88.1% | $13,435-86.9% | $12,624-86.0% |