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 | $39,186 | $214,378-81.7% | $200,582-80.5% | $142,382-72.5% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 24.82% | 46.41%-21.6pp | 42.33%-17.5pp | 217.08%-192.3pp |
| Employer contribution / active EE | $1,452 | $6,841-78.8% | $6,419-77.4% | $4,299-66.2% |
| Participant deferral / active EE | $7,080 | $9,865-28.2% | $9,331-24.1% | $6,507+8.8% |
| Admin fee / account holder | $1,947 | $17,692-89.0% | $16,305-88.1% | $12,624-84.6% |