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 | $33,249 | $159,602-79.2% | $150,045-77.8% | $142,382-76.6% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 19.39% | 70.24%-50.9pp | 62.55%-43.2pp | 217.08%-197.7pp |
| Employer contribution / active EE | $3,611 | $4,961-27.2% | $4,693-23.1% | $4,299-16.0% |
| Participant deferral / active EE | $9,001 | $8,310+8.3% | $7,997+12.5% | $6,507+38.3% |
| Admin fee / account holder | $7,252 | $14,846-51.2% | $13,435-46.0% | $12,624-42.6% |