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 | $14,557 | $177,572-91.8% | $154,803-90.6% | $142,382-89.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 33.07% | 65.07%-32.0pp | 58.88%-25.8pp | 217.08%-184.0pp |
| Employer contribution / active EE | $1,990 | $4,810-58.6% | $4,305-53.8% | $4,299-53.7% |
| Participant deferral / active EE | $2,891 | $6,272-53.9% | $5,540-47.8% | $6,507-55.6% |
| Admin fee / account holder | $2,362 | $16,786-85.9% | $14,329-83.5% | $12,624-81.3% |