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 | $50,131 | $159,602-68.6% | $150,045-66.6% | $142,382-64.8% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 29.61% | 70.24%-40.6pp | 62.55%-32.9pp | 217.08%-187.5pp |
| Employer contribution / active EE | $13,543 | $4,961+173.0% | $4,693+188.6% | $4,299+215.0% |
| Participant deferral / active EE | $6,954 | $8,310-16.3% | $7,997-13.0% | $6,507+6.9% |
| Admin fee / account holder | $528 | $14,846-96.4% | $13,435-96.1% | $12,624-95.8% |