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 4-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 | $42,524 | $214,378-80.2% | $200,582-78.8% | $142,382-70.1% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 22.79% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,221 | $6,841-67.5% | $6,419-65.4% | $4,299-48.3% |
| Participant deferral / active EE | $8,932 | $9,865-9.5% | $9,331-4.3% | $6,507+37.3% |
| Admin fee / account holder | $5,975 | $17,692-66.2% | $16,305-63.4% | $12,624-52.7% |