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 7-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 | $22,861 | $177,572-87.1% | $154,803-85.2% | $142,382-83.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 78.1%+9.4pp | 80.1%+7.4pp |
| Annual return | 13.15% | 65.07%-51.9pp | 58.88%-45.7pp | 217.08%-203.9pp |
| Employer contribution / active EE | $1,018 | $4,810-78.8% | $4,305-76.4% | $4,299-76.3% |
| Participant deferral / active EE | $8,682 | $6,272+38.4% | $5,540+56.7% | $6,507+33.4% |
| Admin fee / account holder | $4,839 | $16,786-71.2% | $14,329-66.2% | $12,624-61.7% |