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 | $42,848 | $159,602-73.2% | $150,045-71.4% | $142,382-69.9% |
| Participation rate | 72.7% | 84.0%-11.2pp | 82.3%-9.6pp | 80.1%-7.4pp |
| Annual return | 21.64% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,975 | $4,961-40.0% | $4,693-36.6% | $4,299-30.8% |
| Participant deferral / active EE | $4,350 | $8,310-47.7% | $7,997-45.6% | $6,507-33.2% |
| Admin fee / account holder | $383 | $14,846-97.4% | $13,435-97.1% | $12,624-97.0% |