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 | $41,894 | $114,381-63.4% | $107,525-61.0% | $142,382-70.6% |
| Participation rate | 82.4% | 78.1%+4.2pp | 75.1%+7.3pp | 80.1%+2.2pp |
| Annual return | 19.18% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $1,619 | $4,015-59.7% | $3,754-56.9% | $4,299-62.4% |
| Participant deferral / active EE | $6,064 | $5,564+9.0% | $5,116+18.5% | $6,507-6.8% |
| Admin fee / account holder | $4,300 | $9,860-56.4% | $8,919-51.8% | $12,624-65.9% |