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 | $18,510 | $183,592-89.9% | $155,567-88.1% | $145,959-87.3% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 14.38% | 61.24%-46.9pp | 64.74%-50.4pp | 561.95%-547.6pp |
| Employer contribution / active EE | $4,082 | $5,315-23.2% | $4,674-12.7% | $4,661-12.4% |
| Participant deferral / active EE | $2,033 | $6,464-68.6% | $5,628-63.9% | $6,689-69.6% |
| Admin fee / account holder | $1,942 | $19,318-89.9% | $15,916-87.8% | $13,398-85.5% |