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 | $16,992 | $159,602-89.4% | $150,045-88.7% | $142,382-88.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.3%+7.7pp | 80.1%+9.9pp |
| Annual return | 19.29% | 70.24%-50.9pp | 62.55%-43.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $1,815 | $4,961-63.4% | $4,693-61.3% | $4,299-57.8% |
| Participant deferral / active EE | $6,402 | $8,310-23.0% | $7,997-19.9% | $6,507-1.6% |
| Admin fee / account holder | $2,458 | $14,846-83.4% | $13,435-81.7% | $12,624-80.5% |