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 | $37,777 | $114,381-67.0% | $107,525-64.9% | $142,382-73.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 20.00% | 242.71%-222.7pp | 181.32%-161.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $3,918 | $4,015-2.4% | $3,754+4.4% | $4,299-8.9% |
| Participant deferral / active EE | $4,500 | $5,564-19.1% | $5,116-12.0% | $6,507-30.8% |
| Admin fee / account holder | $426 | $9,860-95.7% | $8,919-95.2% | $12,624-96.6% |