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 4-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 | $46,754 | $159,602-70.7% | $150,045-68.8% | $142,382-67.2% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.3%+3.4pp | 80.1%+5.6pp |
| Annual return | 14.68% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,356 | $4,961-12.2% | $4,693-7.2% | $4,299+1.3% |
| Participant deferral / active EE | $7,699 | $8,310-7.4% | $7,997-3.7% | $6,507+18.3% |
| Admin fee / account holder | $8,757 | $14,846-41.0% | $13,435-34.8% | $12,624-30.6% |