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 | $28,380 | $185,822-84.7% | $169,993-83.3% | $139,434-79.6% |
| Participation rate | 87.0% | 87.8%-0.8pp | 87.0%0pp | 80.3%+6.6pp |
| Annual return | 22.21% | 60.50%-38.3pp | 53.37%-31.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $3,586 | $7,590-52.7% | $6,785-47.1% | $4,751-24.5% |
| Participant deferral / active EE | $7,613 | $11,622-34.5% | $10,408-26.9% | $6,710+13.5% |
| Admin fee / account holder | $1,581 | $15,381-89.7% | $12,815-87.7% | $11,403-86.1% |