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 | $43,777 | $159,901-72.6% | $146,958-70.2% | $145,922-70.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 17.38% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-543.9pp |
| Employer contribution / active EE | $1,610 | $5,286-69.5% | $4,933-67.4% | $4,660-65.4% |
| Participant deferral / active EE | $5,005 | $8,428-40.6% | $8,070-38.0% | $6,688-25.2% |
| Admin fee / account holder | $372 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |