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 | $27,225 | $159,602-82.9% | $150,045-81.9% | $142,382-80.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 18.18% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-198.9pp |
| Employer contribution / active EE | $2,624 | $4,961-47.1% | $4,693-44.1% | $4,299-39.0% |
| Participant deferral / active EE | $6,659 | $8,310-19.9% | $7,997-16.7% | $6,507+2.3% |
| Admin fee / account holder | $558 | $14,846-96.2% | $13,435-95.8% | $12,624-95.6% |