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 | $71,444 | $159,602-55.2% | $150,045-52.4% | $142,382-49.8% |
| Participation rate | 81.3% | 84.0%-2.7pp | 82.3%-1.1pp | 80.1%+1.1pp |
| Annual return | 14.74% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,751 | $4,961-44.5% | $4,693-41.4% | $4,299-36.0% |
| Participant deferral / active EE | $6,797 | $8,310-18.2% | $7,997-15.0% | $6,507+4.4% |
| Admin fee / account holder | $2,090 | $14,846-85.9% | $13,435-84.4% | $12,624-83.4% |