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 3-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 | $33,836 | $154,228-78.1% | $145,433-76.7% | $137,256-75.3% |
| Participation rate | 85.0% | 83.8%+1.2pp | 82.1%+2.9pp | 80.0%+5.0pp |
| Annual return | 19.90% | 74.59%-54.7pp | 66.58%-46.7pp | 220.34%-200.4pp |
| Employer contribution / active EE | $3,542 | $4,804-26.3% | $4,554-22.2% | $4,156-14.8% |
| Participant deferral / active EE | $9,707 | $8,216+18.1% | $7,897+22.9% | $6,407+51.5% |
| Admin fee / account holder | $10,823 | $14,344-24.5% | $13,129-17.6% | $12,270-11.8% |