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 | $65,199 | $159,602-59.1% | $150,045-56.5% | $142,382-54.2% |
| Participation rate | 94.7% | 84.0%+10.8pp | 82.3%+12.4pp | 80.1%+14.6pp |
| Annual return | 18.20% | 70.24%-52.0pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,718 | $4,961-45.2% | $4,693-42.1% | $4,299-36.8% |
| Participant deferral / active EE | $7,702 | $8,310-7.3% | $7,997-3.7% | $6,507+18.4% |
| Admin fee / account holder | $591 | $14,846-96.0% | $13,435-95.6% | $12,624-95.3% |