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 7-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 | $30,880 | $159,602-80.7% | $150,045-79.4% | $142,382-78.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.3%+5.2pp | 80.1%+7.4pp |
| Annual return | 18.95% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $2,515 | $4,961-49.3% | $4,693-46.4% | $4,299-41.5% |
| Participant deferral / active EE | $5,362 | $8,310-35.5% | $7,997-33.0% | $6,507-17.6% |
| Admin fee / account holder | $1,406 | $14,846-90.5% | $13,435-89.5% | $12,624-88.9% |