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 5-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 | $40,416 | $80,673-49.9% | $101,326-60.1% | $84,808-52.3% |
| Participation rate | 76.1% | 77.8%-1.6pp | 81.5%-5.4pp | 68.3%+7.8pp |
| Annual return | 56.86% | 38.95%+17.9pp | 36.82%+20.0pp | 40.90%+16.0pp |
| Employer contribution / active EE | $2,674 | $2,698-0.9% | $3,665-27.0% | $2,631+1.6% |
| Participant deferral / active EE | $6,520 | $6,840-4.7% | $7,994-18.4% | $4,212+54.8% |
| Admin fee / account holder | $2,407 | $12,784-81.2% | $11,185-78.5% | $7,344-67.2% |