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 | $23,152 | $154,228-85.0% | $145,433-84.1% | $137,256-83.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 16.99% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $4,944 | $4,804+2.9% | $4,554+8.5% | $4,156+19.0% |
| Participant deferral / active EE | $7,253 | $8,216-11.7% | $7,897-8.2% | $6,407+13.2% |
| Admin fee / account holder | $8,649 | $14,344-39.7% | $13,129-34.1% | $12,270-29.5% |