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 | $54,223 | $159,602-66.0% | $150,045-63.9% | $142,382-61.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 21.47% | 70.24%-48.8pp | 62.55%-41.1pp | 217.08%-195.6pp |
| Employer contribution / active EE | $4,570 | $4,961-7.9% | $4,693-2.6% | $4,299+6.3% |
| Participant deferral / active EE | $8,351 | $8,310+0.5% | $7,997+4.4% | $6,507+28.3% |
| Admin fee / account holder | $4,427 | $14,846-70.2% | $13,435-67.1% | $12,624-64.9% |