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 | $21,166 | $133,922-84.2% | $116,228-81.8% | $142,382-85.1% |
| Participation rate | 72.7% | 77.9%-5.1pp | 74.6%-1.8pp | 80.1%-7.4pp |
| Annual return | 20.40% | 147.76%-127.4pp | 90.06%-69.7pp | 217.08%-196.7pp |
| Employer contribution / active EE | $1,736 | $3,446-49.6% | $2,994-42.0% | $4,299-59.6% |
| Participant deferral / active EE | $3,196 | $5,672-43.7% | $4,953-35.5% | $6,507-50.9% |
| Admin fee / account holder | $1,003 | $14,945-93.3% | $11,989-91.6% | $12,624-92.1% |