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 | $20,472 | $159,602-87.2% | $150,045-86.4% | $142,382-85.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.21% | 70.24%-52.0pp | 62.55%-44.3pp | 217.08%-198.9pp |
| Employer contribution / active EE | $1,908 | $4,961-61.5% | $4,693-59.3% | $4,299-55.6% |
| Participant deferral / active EE | $3,371 | $8,310-59.4% | $7,997-57.8% | $6,507-48.2% |
| Admin fee / account holder | $2,833 | $14,846-80.9% | $13,435-78.9% | $12,624-77.6% |