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 | $54,089 | $159,602-66.1% | $150,045-64.0% | $142,382-62.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 62.10% | 70.24%-8.1pp | 62.55%-0.4pp | 217.08%-155.0pp |
| Employer contribution / active EE | $2,545 | $4,961-48.7% | $4,693-45.8% | $4,299-40.8% |
| Participant deferral / active EE | $6,821 | $8,310-17.9% | $7,997-14.7% | $6,507+4.8% |
| Admin fee / account holder | $2,234 | $14,846-84.9% | $13,435-83.4% | $12,624-82.3% |