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 | $43,204 | $201,272-78.5% | $184,203-76.5% | $145,922-70.4% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 14.17% | 29.00%-14.8pp | 28.81%-14.6pp | 561.29%-547.1pp |
| Employer contribution / active EE | $1,933 | $7,022-72.5% | $6,427-69.9% | $4,660-58.5% |
| Participant deferral / active EE | $12,700 | $9,806+29.5% | $9,131+39.1% | $6,688+89.9% |
| Admin fee / account holder | $372 | $16,364-97.7% | $13,901-97.3% | $13,397-97.2% |