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 4-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 | $108,935 | $214,378-49.2% | $200,582-45.7% | $142,382-23.5% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 17.13% | 46.41%-29.3pp | 42.33%-25.2pp | 217.08%-199.9pp |
| Employer contribution / active EE | $2,070 | $6,841-69.7% | $6,419-67.8% | $4,299-51.9% |
| Participant deferral / active EE | $5,722 | $9,865-42.0% | $9,331-38.7% | $6,507-12.1% |
| Admin fee / account holder | $2,761 | $17,692-84.4% | $16,305-83.1% | $12,624-78.1% |