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 | $16,607 | $159,602-89.6% | $150,045-88.9% | $142,382-88.3% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 25.50% | 70.24%-44.7pp | 62.55%-37.0pp | 217.08%-191.6pp |
| Employer contribution / active EE | $1,392 | $4,961-71.9% | $4,693-70.3% | $4,299-67.6% |
| Participant deferral / active EE | $5,380 | $8,310-35.3% | $7,997-32.7% | $6,507-17.3% |
| Admin fee / account holder | $356 | $14,846-97.6% | $13,435-97.3% | $12,624-97.2% |