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 | $23,739 | $114,381-79.2% | $107,525-77.9% | $142,382-83.3% |
| Participation rate | 73.3% | 78.1%-4.8pp | 75.1%-1.7pp | 80.1%-6.8pp |
| Annual return | 24.77% | 242.71%-217.9pp | 181.32%-156.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $2,944 | $4,015-26.7% | $3,754-21.6% | $4,299-31.5% |
| Participant deferral / active EE | $5,564 | $5,5640% | $5,116+8.8% | $6,507-14.5% |
| Admin fee / account holder | $1,155 | $9,860-88.3% | $8,919-87.1% | $12,624-90.9% |