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 8-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 | $34,681 | $215,361-83.9% | $171,082-79.7% | $273,961-87.3% |
| Participation rate | 70.0% | 82.0%-12.0pp | 76.7%-6.7pp | 83.0%-13.0pp |
| Annual return | 8.12% | 25.14%-17.0pp | 32.56%-24.4pp | 41.45%-33.3pp |
| Employer contribution / active EE | $1,144 | $4,967-77.0% | $4,002-71.4% | $4,869-76.5% |
| Participant deferral / active EE | $5,234 | $5,543-5.6% | $4,797+9.1% | $5,287-1.0% |
| Admin fee / account holder | $1,099 | $10,846-89.9% | $8,520-87.1% | $10,132-89.2% |