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 | $28,524 | $159,602-82.1% | $150,045-81.0% | $142,382-80.0% |
| Participation rate | 76.5% | 84.0%-7.5pp | 82.3%-5.9pp | 80.1%-3.6pp |
| Annual return | 114.65% | 70.24%+44.4pp | 62.55%+52.1pp | 217.08%-102.4pp |
| Employer contribution / active EE | $3,272 | $4,961-34.0% | $4,693-30.3% | $4,299-23.9% |
| Participant deferral / active EE | $4,616 | $8,310-44.4% | $7,997-42.3% | $6,507-29.1% |
| Admin fee / account holder | $318 | $14,846-97.9% | $13,435-97.6% | $12,624-97.5% |