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 | $39,386 | $154,228-74.5% | $145,433-72.9% | $137,256-71.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 25.99% | 74.59%-48.6pp | 66.58%-40.6pp | 220.34%-194.3pp |
| Employer contribution / active EE | $973 | $4,804-79.8% | $4,554-78.6% | $4,156-76.6% |
| Participant deferral / active EE | $11,828 | $8,216+43.9% | $7,897+49.8% | $6,407+84.6% |
| Admin fee / account holder | $301 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |