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 | $52,729 | $185,822-71.6% | $169,993-69.0% | $139,434-62.2% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 13.06% | 60.50%-47.4pp | 53.37%-40.3pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,186 | $7,590-71.2% | $6,785-67.8% | $4,751-54.0% |
| Participant deferral / active EE | $3,890 | $11,622-66.5% | $10,408-62.6% | $6,710-42.0% |
| Admin fee / account holder | $15,297 | $15,381-0.5% | $12,815+19.4% | $11,403+34.2% |