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 | $159,602-81.8% | $150,045-80.6% | $142,382-79.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 23.83% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $2,015 | $4,961-59.4% | $4,693-57.1% | $4,299-53.1% |
| Participant deferral / active EE | $3,449 | $8,310-58.5% | $7,997-56.9% | $6,507-47.0% |
| Admin fee / account holder | $353 | $14,846-97.6% | $13,435-97.4% | $12,624-97.2% |