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 | $48,088 | $110,257-56.4% | $96,544-50.2% | $139,434-65.5% |
| Participation rate | 86.4% | 78.1%+8.3pp | 76.0%+10.4pp | 80.3%+6.0pp |
| Annual return | 26.74% | 26.32%+0.4pp | 25.84%+0.9pp | 372.94%-346.2pp |
| Employer contribution / active EE | $2,734 | $3,620-24.5% | $2,965-7.8% | $4,751-42.5% |
| Participant deferral / active EE | $5,802 | $5,548+4.6% | $4,851+19.6% | $6,710-13.5% |
| Admin fee / account holder | $7,510 | $11,591-35.2% | $8,252-9.0% | $11,403-34.1% |