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 | $25,642 | $117,983-78.3% | $101,794-74.8% | $142,382-82.0% |
| Participation rate | 78.9% | 74.2%+4.7pp | 69.2%+9.8pp | 80.1%-1.2pp |
| Annual return | 13.44% | 36.92%-23.5pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $2,996 | $2,773+8.0% | $2,289+30.9% | $4,299-30.3% |
| Participant deferral / active EE | $1,508 | $4,714-68.0% | $4,084-63.1% | $6,507-76.8% |
| Admin fee / account holder | $2,724 | $10,433-73.9% | $8,777-69.0% | $12,624-78.4% |