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 | $20,311 | $172,111-88.2% | $150,298-86.5% | $137,256-85.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 25.65% | 69.37%-43.7pp | 62.79%-37.1pp | 220.34%-194.7pp |
| Employer contribution / active EE | $2,160 | $4,636-53.4% | $4,154-48.0% | $4,156-48.0% |
| Participant deferral / active EE | $3,865 | $6,166-37.3% | $5,453-29.1% | $6,407-39.7% |
| Admin fee / account holder | $978 | $16,471-94.1% | $14,116-93.1% | $12,270-92.0% |