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 | $26,404 | $154,228-82.9% | $145,433-81.8% | $137,256-80.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 19.58% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $3,193 | $4,804-33.5% | $4,554-29.9% | $4,156-23.2% |
| Participant deferral / active EE | $4,318 | $8,216-47.4% | $7,897-45.3% | $6,407-32.6% |
| Admin fee / account holder | $2,312 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |