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 | $46,691 | $172,111-72.9% | $150,298-68.9% | $137,256-66.0% |
| Participation rate | 77.8% | 81.7%-3.9pp | 77.8%0pp | 80.0%-2.2pp |
| Annual return | 79.32% | 69.37%+9.9pp | 62.79%+16.5pp | 220.34%-141.0pp |
| Employer contribution / active EE | $3,446 | $4,636-25.7% | $4,154-17.0% | $4,156-17.1% |
| Participant deferral / active EE | $4,303 | $6,166-30.2% | $5,453-21.1% | $6,407-32.8% |
| Admin fee / account holder | $4,181 | $16,471-74.6% | $14,116-70.4% | $12,270-65.9% |