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 | $154,228-85.4% | $145,433-84.5% | $137,256-83.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.97% | 74.59%-53.6pp | 66.58%-45.6pp | 220.34%-199.4pp |
| Employer contribution / active EE | $2,499 | $4,804-48.0% | $4,554-45.1% | $4,156-39.9% |
| Participant deferral / active EE | $4,554 | $8,216-44.6% | $7,897-42.3% | $6,407-28.9% |
| Admin fee / account holder | $393 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |