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 | $34,977 | $159,602-78.1% | $150,045-76.7% | $142,382-75.4% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 236.76% | 70.24%+166.5pp | 62.55%+174.2pp | 217.08%+19.7pp |
| Employer contribution / active EE | $1,230 | $4,961-75.2% | $4,693-73.8% | $4,299-71.4% |
| Participant deferral / active EE | $9,893 | $8,310+19.0% | $7,997+23.7% | $6,507+52.0% |
| Admin fee / account holder | $49,171 | $14,846+231.2% | $13,435+266.0% | $12,624+289.5% |