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 9-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 | $32,847 | $153,772-78.6% | $133,980-75.5% | $273,961-88.0% |
| Participation rate | 84.2% | 88.4%-4.2pp | 87.1%-2.9pp | 83.0%+1.2pp |
| Annual return | 9.74% | 36.51%-26.8pp | 29.30%-19.6pp | 41.45%-31.7pp |
| Employer contribution / active EE | $3,888 | $6,029-35.5% | $5,211-25.4% | $4,869-20.1% |
| Participant deferral / active EE | $6,234 | $6,958-10.4% | $6,282-0.8% | $5,287+17.9% |
| Admin fee / account holder | $741 | $11,765-93.7% | $9,324-92.0% | $10,132-92.7% |