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 | $35,599 | $179,726-80.2% | $156,263-77.2% | $142,382-75.0% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.9%+15.5pp | 80.1%+14.3pp |
| Annual return | 14.51% | 77.86%-63.4pp | 59.47%-45.0pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,391 | $5,069-52.8% | $4,333-44.8% | $4,299-44.4% |
| Participant deferral / active EE | $3,733 | $6,956-46.3% | $6,158-39.4% | $6,507-42.6% |
| Admin fee / account holder | $865 | $17,272-95.0% | $14,255-93.9% | $12,624-93.1% |