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 8-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 | $20,324 | $154,228-86.8% | $145,433-86.0% | $137,256-85.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 22.25% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $2,284 | $4,804-52.5% | $4,554-49.9% | $4,156-45.0% |
| Participant deferral / active EE | $7,055 | $8,216-14.1% | $7,897-10.7% | $6,407+10.1% |
| Admin fee / account holder | $1,382 | $14,344-90.4% | $13,129-89.5% | $12,270-88.7% |