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 | $28,741 | $214,378-86.6% | $200,582-85.7% | $142,382-79.8% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 20.78% | 46.41%-25.6pp | 42.33%-21.5pp | 217.08%-196.3pp |
| Employer contribution / active EE | $4,446 | $6,841-35.0% | $6,419-30.7% | $4,299+3.4% |
| Participant deferral / active EE | $8,528 | $9,865-13.6% | $9,331-8.6% | $6,507+31.0% |
| Admin fee / account holder | $979 | $17,692-94.5% | $16,305-94.0% | $12,624-92.2% |