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 | $36,612 | $148,534-75.4% | $135,903-73.1% | $139,434-73.7% |
| Participation rate | 91.7% | 83.9%+7.8pp | 81.9%+9.8pp | 80.3%+11.3pp |
| Annual return | 20.36% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $2,093 | $5,243-60.1% | $4,856-56.9% | $4,751-55.9% |
| Participant deferral / active EE | $5,621 | $8,100-30.6% | $7,758-27.5% | $6,710-16.2% |
| Admin fee / account holder | $1,321 | $12,400-89.3% | $10,762-87.7% | $11,403-88.4% |