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 | $43,386 | $159,602-72.8% | $150,045-71.1% | $142,382-69.5% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.3%+9.3pp | 80.1%+11.5pp |
| Annual return | 14.71% | 70.24%-55.5pp | 62.55%-47.8pp | 217.08%-202.4pp |
| Employer contribution / active EE | $2,672 | $4,961-46.1% | $4,693-43.1% | $4,299-37.8% |
| Participant deferral / active EE | $7,828 | $8,310-5.8% | $7,997-2.1% | $6,507+20.3% |
| Admin fee / account holder | $502 | $14,846-96.6% | $13,435-96.3% | $12,624-96.0% |