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 8-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 | $28,460 | $178,174-84.0% | $156,181-81.8% | $137,256-79.3% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.8%+16.2pp | 80.0%+15.0pp |
| Annual return | 19.67% | 84.19%-64.5pp | 64.87%-45.2pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,667 | $4,972-46.4% | $4,294-37.9% | $4,156-35.8% |
| Participant deferral / active EE | $4,703 | $6,888-31.7% | $6,132-23.3% | $6,407-26.6% |
| Admin fee / account holder | $1,648 | $17,404-90.5% | $14,586-88.7% | $12,270-86.6% |