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 | $22,547 | $159,602-85.9% | $150,045-85.0% | $142,382-84.2% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 20.97% | 70.24%-49.3pp | 62.55%-41.6pp | 217.08%-196.1pp |
| Employer contribution / active EE | $2,499 | $4,961-49.6% | $4,693-46.7% | $4,299-41.9% |
| Participant deferral / active EE | $4,554 | $8,310-45.2% | $7,997-43.1% | $6,507-30.0% |
| Admin fee / account holder | $393 | $14,846-97.4% | $13,435-97.1% | $12,624-96.9% |