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 | $52,577 | $163,101-67.8% | $136,749-61.6% | $142,382-63.1% |
| Participation rate | 75.0% | 78.2%-3.2pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 22.04% | 27.54%-5.5pp | 24.33%-2.3pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,288 | $4,117-44.4% | $3,400-32.7% | $4,299-46.8% |
| Participant deferral / active EE | $9,005 | $5,585+61.2% | $4,692+91.9% | $6,507+38.4% |
| Admin fee / account holder | $2,971 | $14,318-79.3% | $11,386-73.9% | $12,624-76.5% |