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 | $14,538 | $94,338-84.6% | $100,534-85.5% | $142,382-89.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 80.6%-9.2pp | 80.1%-8.7pp |
| Annual return | 24.87% | 29.20%-4.3pp | 32.66%-7.8pp | 217.08%-192.2pp |
| Employer contribution / active EE | $2,364 | $4,237-44.2% | $4,346-45.6% | $4,299-45.0% |
| Participant deferral / active EE | $3,503 | $5,934-41.0% | $6,144-43.0% | $6,507-46.2% |
| Admin fee / account holder | $2,236 | $8,421-73.4% | $7,654-70.8% | $12,624-82.3% |