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 4-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 | $19,466 | $106,584-81.7% | $101,326-80.8% | $142,382-86.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 18.66% | 36.93%-18.3pp | 36.82%-18.2pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,663 | $3,956-32.7% | $3,665-27.4% | $4,299-38.1% |
| Participant deferral / active EE | $3,431 | $8,297-58.7% | $7,994-57.1% | $6,507-47.3% |
| Admin fee / account holder | $777 | $11,446-93.2% | $11,185-93.1% | $12,624-93.8% |