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 | $31,842 | $159,602-80.0% | $150,045-78.8% | $142,382-77.6% |
| Participation rate | 86.7% | 84.0%+2.7pp | 82.3%+4.3pp | 80.1%+6.5pp |
| Annual return | 18.01% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,653 | $4,961-46.5% | $4,693-43.5% | $4,299-38.3% |
| Participant deferral / active EE | $7,124 | $8,310-14.3% | $7,997-10.9% | $6,507+9.5% |
| Admin fee / account holder | $8,313 | $14,846-44.0% | $13,435-38.1% | $12,624-34.1% |