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 | $69,003 | $154,228-55.3% | $145,433-52.6% | $137,256-49.7% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 71.50% | 74.59%-3.1pp | 66.58%+4.9pp | 220.34%-148.8pp |
| Employer contribution / active EE | $3,596 | $4,804-25.1% | $4,554-21.0% | $4,156-13.5% |
| Participant deferral / active EE | $7,701 | $8,216-6.3% | $7,897-2.5% | $6,407+20.2% |
| Admin fee / account holder | $589 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |