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 7-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 | $54,412 | $209,336-74.0% | $197,124-72.4% | $137,256-60.4% |
| Participation rate | 85.7% | 87.3%-1.6pp | 86.7%-1.0pp | 80.0%+5.8pp |
| Annual return | 14.86% | 48.09%-33.2pp | 44.34%-29.5pp | 220.34%-205.5pp |
| Employer contribution / active EE | $2,551 | $6,591-61.3% | $6,227-59.0% | $4,156-38.6% |
| Participant deferral / active EE | $4,900 | $9,614-49.0% | $9,135-46.4% | $6,407-23.5% |
| Admin fee / account holder | $3,718 | $17,308-78.5% | $16,298-77.2% | $12,270-69.7% |