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 | $22,630 | $154,228-85.3% | $145,433-84.4% | $137,256-83.5% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 17.94% | 74.59%-56.6pp | 66.58%-48.6pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,269 | $4,804-52.8% | $4,554-50.2% | $4,156-45.4% |
| Participant deferral / active EE | $4,201 | $8,216-48.9% | $7,897-46.8% | $6,407-34.4% |
| Admin fee / account holder | $3,499 | $14,344-75.6% | $13,129-73.3% | $12,270-71.5% |