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 | $61,700 | $177,572-65.3% | $154,803-60.1% | $142,382-56.7% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 13.47% | 65.07%-51.6pp | 58.88%-45.4pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,186 | $4,810-75.3% | $4,305-72.4% | $4,299-72.4% |
| Participant deferral / active EE | $2,416 | $6,272-61.5% | $5,540-56.4% | $6,507-62.9% |
| Admin fee / account holder | $14,260 | $16,786-15.0% | $14,329-0.5% | $12,624+13.0% |