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 | $38,715 | $163,101-76.3% | $136,749-71.7% | $142,382-72.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 16.70% | 27.54%-10.8pp | 24.33%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,725 | $4,117-58.1% | $3,400-49.3% | $4,299-59.9% |
| Participant deferral / active EE | $8,859 | $5,585+58.6% | $4,692+88.8% | $6,507+36.1% |
| Admin fee / account holder | $6,463 | $14,318-54.9% | $11,386-43.2% | $12,624-48.8% |