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 | $27,797 | $214,378-87.0% | $200,582-86.1% | $142,382-80.5% |
| Participation rate | 87.5% | 87.4%+0.1pp | 86.9%+0.6pp | 80.1%+7.4pp |
| Annual return | 22.92% | 46.41%-23.5pp | 42.33%-19.4pp | 217.08%-194.2pp |
| Employer contribution / active EE | $3,023 | $6,841-55.8% | $6,419-52.9% | $4,299-29.7% |
| Participant deferral / active EE | $8,149 | $9,865-17.4% | $9,331-12.7% | $6,507+25.2% |
| Admin fee / account holder | $1,964 | $17,692-88.9% | $16,305-88.0% | $12,624-84.4% |