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 | $28,811 | $177,572-83.8% | $154,803-81.4% | $142,382-79.8% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.1%+1.9pp | 80.1%-0.1pp |
| Annual return | 70.26% | 65.07%+5.2pp | 58.88%+11.4pp | 217.08%-146.8pp |
| Employer contribution / active EE | $3,067 | $4,810-36.2% | $4,305-28.8% | $4,299-28.7% |
| Participant deferral / active EE | $7,628 | $6,272+21.6% | $5,540+37.7% | $6,507+17.2% |
| Admin fee / account holder | $3,550 | $16,786-78.8% | $14,329-75.2% | $12,624-71.9% |