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 4-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 | $37,326 | $148,534-74.9% | $135,903-72.5% | $139,434-73.2% |
| Participation rate | 78.9% | 83.9%-4.9pp | 81.9%-3.0pp | 80.3%-1.4pp |
| Annual return | 20.40% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $3,036 | $5,243-42.1% | $4,856-37.5% | $4,751-36.1% |
| Participant deferral / active EE | $7,518 | $8,100-7.2% | $7,758-3.1% | $6,710+12.0% |
| Admin fee / account holder | $1,545 | $12,400-87.5% | $10,762-85.6% | $11,403-86.5% |