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 5-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 | $29,096 | $159,602-81.8% | $150,045-80.6% | $142,382-79.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.62% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,981 | $4,961-39.9% | $4,693-36.5% | $4,299-30.7% |
| Participant deferral / active EE | $3,021 | $8,310-63.7% | $7,997-62.2% | $6,507-53.6% |
| Admin fee / account holder | $1,077 | $14,846-92.7% | $13,435-92.0% | $12,624-91.5% |