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 4-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 | $23,563 | $114,381-79.4% | $107,525-78.1% | $142,382-83.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.1%-3.6pp | 80.1%-8.7pp |
| Annual return | 28.12% | 242.71%-214.6pp | 181.32%-153.2pp | 217.08%-189.0pp |
| Employer contribution / active EE | $2,882 | $4,015-28.2% | $3,754-23.2% | $4,299-33.0% |
| Participant deferral / active EE | $5,579 | $5,564+0.3% | $5,116+9.1% | $6,507-14.3% |
| Admin fee / account holder | $2,173 | $9,860-78.0% | $8,919-75.6% | $12,624-82.8% |