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 | $17,836 | $154,228-88.4% | $145,433-87.7% | $137,256-87.0% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 21.58% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,740 | $4,804-63.8% | $4,554-61.8% | $4,156-58.1% |
| Participant deferral / active EE | $2,695 | $8,216-67.2% | $7,897-65.9% | $6,407-57.9% |
| Admin fee / account holder | $791 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |