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 | $17,497 | $148,534-88.2% | $135,903-87.1% | $139,434-87.5% |
| Participation rate | 76.9% | 83.9%-6.9pp | 81.9%-5.0pp | 80.3%-3.4pp |
| Annual return | 24.37% | 79.19%-54.8pp | 68.23%-43.9pp | 372.94%-348.6pp |
| Employer contribution / active EE | $1,635 | $5,243-68.8% | $4,856-66.3% | $4,751-65.6% |
| Participant deferral / active EE | $7,266 | $8,100-10.3% | $7,758-6.3% | $6,710+8.3% |
| Admin fee / account holder | $423 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |