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 | $159,602-84.3% | $150,045-83.3% | $142,382-82.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 22.09% | 70.24%-48.1pp | 62.55%-40.5pp | 217.08%-195.0pp |
| Employer contribution / active EE | $2,852 | $4,961-42.5% | $4,693-39.2% | $4,299-33.7% |
| Participant deferral / active EE | $5,090 | $8,310-38.7% | $7,997-36.4% | $6,507-21.8% |
| Admin fee / account holder | $1,139 | $14,846-92.3% | $13,435-91.5% | $12,624-91.0% |