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 6-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 | $42,412 | $154,228-72.5% | $145,433-70.8% | $137,256-69.1% |
| Participation rate | 91.7% | 83.8%+7.9pp | 82.1%+9.5pp | 80.0%+11.7pp |
| Annual return | 17.25% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,313 | $4,804-31.0% | $4,554-27.3% | $4,156-20.3% |
| Participant deferral / active EE | $7,620 | $8,216-7.3% | $7,897-3.5% | $6,407+18.9% |
| Admin fee / account holder | $1,682 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |