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 | $33,012 | $154,228-78.6% | $145,433-77.3% | $137,256-75.9% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 14.17% | 74.59%-60.4pp | 66.58%-52.4pp | 220.34%-206.2pp |
| Employer contribution / active EE | $9,764 | $4,804+103.2% | $4,554+114.4% | $4,156+134.9% |
| Participant deferral / active EE | $3,571 | $8,216-56.5% | $7,897-54.8% | $6,407-44.3% |
| Admin fee / account holder | $1,331 | $14,344-90.7% | $13,129-89.9% | $12,270-89.2% |