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 | $29,573 | $159,602-81.5% | $150,045-80.3% | $142,382-79.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 17.98% | 70.24%-52.3pp | 62.55%-44.6pp | 217.08%-199.1pp |
| Employer contribution / active EE | $3,255 | $4,961-34.4% | $4,693-30.6% | $4,299-24.3% |
| Participant deferral / active EE | $6,001 | $8,310-27.8% | $7,997-25.0% | $6,507-7.8% |
| Admin fee / account holder | $1,258 | $14,846-91.5% | $13,435-90.6% | $12,624-90.0% |