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 | $43,078 | $106,584-59.6% | $101,326-57.5% | $142,382-69.7% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 22.66% | 36.93%-14.3pp | 36.82%-14.2pp | 217.08%-194.4pp |
| Employer contribution / active EE | $2,177 | $3,956-45.0% | $3,665-40.6% | $4,299-49.4% |
| Participant deferral / active EE | $7,228 | $8,297-12.9% | $7,994-9.6% | $6,507+11.1% |
| Admin fee / account holder | $322 | $11,446-97.2% | $11,185-97.1% | $12,624-97.4% |