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 | $27,317 | $154,228-82.3% | $145,433-81.2% | $137,256-80.1% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 16.98% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,767 | $4,804-42.4% | $4,554-39.2% | $4,156-33.4% |
| Participant deferral / active EE | $3,767 | $8,216-54.1% | $7,897-52.3% | $6,407-41.2% |
| Admin fee / account holder | $1,033 | $14,344-92.8% | $13,129-92.1% | $12,270-91.6% |