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 | $154,228-89.2% | $145,433-88.6% | $137,256-87.9% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 25.50% | 74.59%-49.1pp | 66.58%-41.1pp | 220.34%-194.8pp |
| Employer contribution / active EE | $1,392 | $4,804-71.0% | $4,554-69.4% | $4,156-66.5% |
| Participant deferral / active EE | $5,380 | $8,216-34.5% | $7,897-31.9% | $6,407-16.0% |
| Admin fee / account holder | $356 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |