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 | $63,025 | $214,378-70.6% | $200,582-68.6% | $142,382-55.7% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 21.61% | 46.41%-24.8pp | 42.33%-20.7pp | 217.08%-195.5pp |
| Employer contribution / active EE | $4,179 | $6,841-38.9% | $6,419-34.9% | $4,299-2.8% |
| Participant deferral / active EE | $7,474 | $9,865-24.2% | $9,331-19.9% | $6,507+14.9% |
| Admin fee / account holder | $20,645 | $17,692+16.7% | $16,305+26.6% | $12,624+63.5% |