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 3-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 | $66,535 | $154,228-56.9% | $145,433-54.3% | $137,256-51.5% |
| Participation rate | 95.2% | 83.8%+11.4pp | 82.1%+13.1pp | 80.0%+15.3pp |
| Annual return | 32.65% | 74.59%-41.9pp | 66.58%-33.9pp | 220.34%-187.7pp |
| Employer contribution / active EE | $2,216 | $4,804-53.9% | $4,554-51.3% | $4,156-46.7% |
| Participant deferral / active EE | $7,447 | $8,216-9.4% | $7,897-5.7% | $6,407+16.2% |
| Admin fee / account holder | $307 | $14,344-97.9% | $13,129-97.7% | $12,270-97.5% |