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 | $71,039 | $179,726-60.5% | $156,263-54.5% | $142,382-50.1% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 13.40% | 77.86%-64.5pp | 59.47%-46.1pp | 217.08%-203.7pp |
| Employer contribution / active EE | $2,566 | $5,069-49.4% | $4,333-40.8% | $4,299-40.3% |
| Participant deferral / active EE | $5,705 | $6,956-18.0% | $6,158-7.4% | $6,507-12.3% |
| Admin fee / account holder | $20,123 | $17,272+16.5% | $14,255+41.2% | $12,624+59.4% |