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 | $33,950 | $163,101-79.2% | $136,749-75.2% | $142,382-76.2% |
| Participation rate | 72.2% | 78.2%-6.0pp | 72.1%+0.1pp | 80.1%-7.9pp |
| Annual return | 14.08% | 27.54%-13.5pp | 24.33%-10.2pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,471 | $4,117-40.0% | $3,400-27.3% | $4,299-42.5% |
| Participant deferral / active EE | $3,406 | $5,585-39.0% | $4,692-27.4% | $6,507-47.7% |
| Admin fee / account holder | $2,150 | $14,318-85.0% | $11,386-81.1% | $12,624-83.0% |