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 | $41,552 | $214,378-80.6% | $200,582-79.3% | $142,382-70.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 16.67% | 46.41%-29.7pp | 42.33%-25.7pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,978 | $6,841-71.1% | $6,419-69.2% | $4,299-54.0% |
| Participant deferral / active EE | $4,607 | $9,865-53.3% | $9,331-50.6% | $6,507-29.2% |
| Admin fee / account holder | $3,850 | $17,692-78.2% | $16,305-76.4% | $12,624-69.5% |