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 | $44,903 | $179,726-75.0% | $156,263-71.3% | $142,382-68.5% |
| Participation rate | 91.7% | 82.1%+9.6pp | 78.9%+12.8pp | 80.1%+11.5pp |
| Annual return | 18.63% | 77.86%-59.2pp | 59.47%-40.8pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,549 | $5,069-30.0% | $4,333-18.1% | $4,299-17.4% |
| Participant deferral / active EE | $5,634 | $6,956-19.0% | $6,158-8.5% | $6,507-13.4% |
| Admin fee / account holder | $2,321 | $17,272-86.6% | $14,255-83.7% | $12,624-81.6% |