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 8-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 | $39,333 | $163,101-75.9% | $136,749-71.2% | $142,382-72.4% |
| Participation rate | 76.9% | 78.2%-1.3pp | 72.1%+4.8pp | 80.1%-3.2pp |
| Annual return | 12.06% | 27.54%-15.5pp | 24.33%-12.3pp | 217.08%-205.0pp |
| Employer contribution / active EE | $827 | $4,117-79.9% | $3,400-75.7% | $4,299-80.8% |
| Participant deferral / active EE | $3,114 | $5,585-44.2% | $4,692-33.6% | $6,507-52.1% |
| Admin fee / account holder | $2,926 | $14,318-79.6% | $11,386-74.3% | $12,624-76.8% |