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 | $22,687 | $104,974-78.4% | $95,585-76.3% | $142,382-84.1% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 20.62% | 210.33%-189.7pp | 38.56%-17.9pp | 217.08%-196.5pp |
| Employer contribution / active EE | $2,149 | $2,779-22.7% | $2,527-14.9% | $4,299-50.0% |
| Participant deferral / active EE | $2,678 | $4,352-38.5% | $4,023-33.4% | $6,507-58.8% |
| Admin fee / account holder | $384 | $6,386-94.0% | $6,127-93.7% | $12,624-97.0% |