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 | $159,602-83.0% | $150,045-82.0% | $142,382-81.0% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.3%-0.5pp | 80.1%+1.7pp |
| Annual return | 26.67% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.4pp |
| Employer contribution / active EE | $2,132 | $4,961-57.0% | $4,693-54.6% | $4,299-50.4% |
| Participant deferral / active EE | $3,179 | $8,310-61.8% | $7,997-60.3% | $6,507-51.2% |
| Admin fee / account holder | $1,337 | $14,846-91.0% | $13,435-90.1% | $12,624-89.4% |