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 | $129,367 | $214,378-39.7% | $200,582-35.5% | $142,382-9.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 36.09% | 46.41%-10.3pp | 42.33%-6.2pp | 217.08%-181.0pp |
| Employer contribution / active EE | $9,077 | $6,841+32.7% | $6,419+41.4% | $4,299+111.1% |
| Participant deferral / active EE | $12,262 | $9,865+24.3% | $9,331+31.4% | $6,507+88.4% |
| Admin fee / account holder | $2,583 | $17,692-85.4% | $16,305-84.2% | $12,624-79.5% |