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 | $35,170 | $214,378-83.6% | $200,582-82.5% | $142,382-75.3% |
| Participation rate | 94.1% | 87.4%+6.7pp | 86.9%+7.2pp | 80.1%+14.0pp |
| Annual return | 21.47% | 46.41%-24.9pp | 42.33%-20.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,419 | $6,841-35.4% | $6,419-31.2% | $4,299+2.8% |
| Participant deferral / active EE | $10,943 | $9,865+10.9% | $9,331+17.3% | $6,507+68.2% |
| Admin fee / account holder | $6,030 | $17,692-65.9% | $16,305-63.0% | $12,624-52.2% |