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 | $47,506 | $159,602-70.2% | $150,045-68.3% | $142,382-66.6% |
| Participation rate | 93.3% | 84.0%+9.4pp | 82.3%+11.0pp | 80.1%+13.2pp |
| Annual return | 19.64% | 70.24%-50.6pp | 62.55%-42.9pp | 217.08%-197.4pp |
| Employer contribution / active EE | $3,156 | $4,961-36.4% | $4,693-32.8% | $4,299-26.6% |
| Participant deferral / active EE | $6,736 | $8,310-18.9% | $7,997-15.8% | $6,507+3.5% |
| Admin fee / account holder | $6,158 | $14,846-58.5% | $13,435-54.2% | $12,624-51.2% |