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 6-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 | $53,247 | $177,572-70.0% | $154,803-65.6% | $142,382-62.6% |
| Participation rate | 85.7% | 82.1%+3.7pp | 78.1%+7.6pp | 80.1%+5.6pp |
| Annual return | 20.50% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $2,290 | $4,810-52.4% | $4,305-46.8% | $4,299-46.7% |
| Participant deferral / active EE | $4,339 | $6,272-30.8% | $5,540-21.7% | $6,507-33.3% |
| Admin fee / account holder | $3,435 | $16,786-79.5% | $14,329-76.0% | $12,624-72.8% |