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 | $53,734 | $106,584-49.6% | $101,326-47.0% | $142,382-62.3% |
| Participation rate | 70.6% | 82.7%-12.1pp | 81.5%-10.9pp | 80.1%-9.5pp |
| Annual return | 19.17% | 36.93%-17.8pp | 36.82%-17.6pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,896 | $3,956+23.8% | $3,665+33.6% | $4,299+13.9% |
| Participant deferral / active EE | $8,939 | $8,297+7.7% | $7,994+11.8% | $6,507+37.4% |
| Admin fee / account holder | $15,384 | $11,446+34.4% | $11,185+37.5% | $12,624+21.9% |