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 6-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 | $36,222 | $159,602-77.3% | $150,045-75.9% | $142,382-74.6% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $3,216 | $4,961-35.2% | $4,693-31.5% | $4,299-25.2% |
| Participant deferral / active EE | $5,399 | $8,310-35.0% | $7,997-32.5% | $6,507-17.0% |
| Admin fee / account holder | $711 | $14,846-95.2% | $13,435-94.7% | $12,624-94.4% |