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 5-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 | $33,988 | $214,378-84.1% | $200,582-83.1% | $142,382-76.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 12.11% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $2,574 | $6,841-62.4% | $6,419-59.9% | $4,299-40.1% |
| Participant deferral / active EE | $5,259 | $9,865-46.7% | $9,331-43.6% | $6,507-19.2% |
| Admin fee / account holder | $950 | $17,692-94.6% | $16,305-94.2% | $12,624-92.5% |