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 | $27,070 | $154,228-82.4% | $145,433-81.4% | $137,256-80.3% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 26.67% | 74.59%-47.9pp | 66.58%-39.9pp | 220.34%-193.7pp |
| Employer contribution / active EE | $2,132 | $4,804-55.6% | $4,554-53.2% | $4,156-48.7% |
| Participant deferral / active EE | $3,179 | $8,216-61.3% | $7,897-59.8% | $6,407-50.4% |
| Admin fee / account holder | $1,337 | $14,344-90.7% | $13,129-89.8% | $12,270-89.1% |