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 | $25,291 | $111,535-77.3% | $105,223-76.0% | $137,256-81.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 14.29% | 237.85%-223.6pp | 180.65%-166.4pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,925 | $3,939-51.1% | $3,689-47.8% | $4,156-53.7% |
| Participant deferral / active EE | $3,075 | $5,500-44.1% | $5,072-39.4% | $6,407-52.0% |
| Admin fee / account holder | $790 | $9,721-91.9% | $8,859-91.1% | $12,270-93.6% |