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 | $44,185 | $177,572-75.1% | $154,803-71.5% | $142,382-69.0% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 30.22% | 65.07%-34.9pp | 58.88%-28.7pp | 217.08%-186.9pp |
| Employer contribution / active EE | $3,663 | $4,810-23.9% | $4,305-14.9% | $4,299-14.8% |
| Participant deferral / active EE | $6,026 | $6,272-3.9% | $5,540+8.8% | $6,507-7.4% |
| Admin fee / account holder | $315 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |