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 | $39,403 | $214,378-81.6% | $200,582-80.4% | $142,382-72.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 15.66% | 46.41%-30.7pp | 42.33%-26.7pp | 217.08%-201.4pp |
| Employer contribution / active EE | $2,778 | $6,841-59.4% | $6,419-56.7% | $4,299-35.4% |
| Participant deferral / active EE | $5,838 | $9,865-40.8% | $9,331-37.4% | $6,507-10.3% |
| Admin fee / account holder | $1,228 | $17,692-93.1% | $16,305-92.5% | $12,624-90.3% |