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 | $34,953 | $148,534-76.5% | $135,903-74.3% | $139,434-74.9% |
| Participation rate | 87.5% | 83.9%+3.6pp | 81.9%+5.6pp | 80.3%+7.2pp |
| Annual return | 18.33% | 79.19%-60.9pp | 68.23%-49.9pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,373 | $5,243-54.7% | $4,856-51.1% | $4,751-50.1% |
| Participant deferral / active EE | $7,886 | $8,100-2.6% | $7,758+1.6% | $6,710+17.5% |
| Admin fee / account holder | $2,707 | $12,400-78.2% | $10,762-74.8% | $11,403-76.3% |