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 | $16,431 | $159,602-89.7% | $150,045-89.0% | $142,382-88.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.3%-4.5pp | 80.1%-2.3pp |
| Annual return | 24.62% | 70.24%-45.6pp | 62.55%-37.9pp | 217.08%-192.5pp |
| Employer contribution / active EE | $2,368 | $4,961-52.3% | $4,693-49.5% | $4,299-44.9% |
| Participant deferral / active EE | $5,733 | $8,310-31.0% | $7,997-28.3% | $6,507-11.9% |
| Admin fee / account holder | $4,094 | $14,846-72.4% | $13,435-69.5% | $12,624-67.6% |