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 | $209,336-81.3% | $197,124-80.1% | $137,256-71.5% |
| Participation rate | 70.0% | 87.3%-17.3pp | 86.7%-16.7pp | 80.0%-10.0pp |
| Annual return | 24.82% | 48.09%-23.3pp | 44.34%-19.5pp | 220.34%-195.5pp |
| Employer contribution / active EE | $1,452 | $6,591-78.0% | $6,227-76.7% | $4,156-65.1% |
| Participant deferral / active EE | $7,080 | $9,614-26.4% | $9,135-22.5% | $6,407+10.5% |
| Admin fee / account holder | $1,947 | $17,308-88.7% | $16,298-88.1% | $12,270-84.1% |