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 | $25,756 | $177,572-85.5% | $154,803-83.4% | $142,382-81.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 23.67% | 65.07%-41.4pp | 58.88%-35.2pp | 217.08%-193.4pp |
| Employer contribution / active EE | $1,352 | $4,810-71.9% | $4,305-68.6% | $4,299-68.5% |
| Participant deferral / active EE | $5,891 | $6,272-6.1% | $5,540+6.3% | $6,507-9.5% |
| Admin fee / account holder | $651 | $16,786-96.1% | $14,329-95.5% | $12,624-94.8% |