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 3-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 | $31,596 | $124,425-74.6% | $112,040-71.8% | $137,256-77.0% |
| Participation rate | 86.7% | 79.3%+7.4pp | 76.5%+10.2pp | 80.0%+6.7pp |
| Annual return | 103.70% | 24.72%+79.0pp | 24.52%+79.2pp | 220.34%-116.6pp |
| Employer contribution / active EE | $2,409 | $3,411-29.4% | $2,954-18.4% | $4,156-42.0% |
| Participant deferral / active EE | $5,179 | $5,718-9.4% | $5,098+1.6% | $6,407-19.2% |
| Admin fee / account holder | $1,043 | $15,207-93.1% | $12,098-91.4% | $12,270-91.5% |