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 | $29,108 | $154,228-81.1% | $145,433-80.0% | $137,256-78.8% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 23.83% | 74.59%-50.8pp | 66.58%-42.7pp | 220.34%-196.5pp |
| Employer contribution / active EE | $2,015 | $4,804-58.1% | $4,554-55.8% | $4,156-51.5% |
| Participant deferral / active EE | $3,449 | $8,216-58.0% | $7,897-56.3% | $6,407-46.2% |
| Admin fee / account holder | $353 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |