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 | $31,490 | $177,572-82.3% | $154,803-79.7% | $142,382-77.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 12.21% | 65.07%-52.9pp | 58.88%-46.7pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,454 | $4,810-28.2% | $4,305-19.8% | $4,299-19.7% |
| Participant deferral / active EE | $9,367 | $6,272+49.4% | $5,540+69.1% | $6,507+43.9% |
| Admin fee / account holder | $1,701 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |