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 | $25,029 | $154,228-83.8% | $145,433-82.8% | $137,256-81.8% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 22.09% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.2pp |
| Employer contribution / active EE | $2,852 | $4,804-40.6% | $4,554-37.4% | $4,156-31.4% |
| Participant deferral / active EE | $5,090 | $8,216-38.1% | $7,897-35.5% | $6,407-20.6% |
| Admin fee / account holder | $1,139 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |