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 6-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 | $31,784 | $154,228-79.4% | $145,433-78.1% | $137,256-76.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 19.68% | 74.59%-54.9pp | 66.58%-46.9pp | 220.34%-200.7pp |
| Employer contribution / active EE | $3,206 | $4,804-33.3% | $4,554-29.6% | $4,156-22.9% |
| Participant deferral / active EE | $6,161 | $8,216-25.0% | $7,897-22.0% | $6,407-3.8% |
| Admin fee / account holder | $1,189 | $14,344-91.7% | $13,129-90.9% | $12,270-90.3% |