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 | $39,755 | $214,378-81.5% | $200,582-80.2% | $142,382-72.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 28.66% | 46.41%-17.7pp | 42.33%-13.7pp | 217.08%-188.4pp |
| Employer contribution / active EE | $1,783 | $6,841-73.9% | $6,419-72.2% | $4,299-58.5% |
| Participant deferral / active EE | $8,994 | $9,865-8.8% | $9,331-3.6% | $6,507+38.2% |
| Admin fee / account holder | $3,117 | $17,692-82.4% | $16,305-80.9% | $12,624-75.3% |