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 | $28,994 | $159,602-81.8% | $150,045-80.7% | $142,382-79.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 16.07% | 70.24%-54.2pp | 62.55%-46.5pp | 217.08%-201.0pp |
| Employer contribution / active EE | $4,995 | $4,961+0.7% | $4,693+6.4% | $4,299+16.2% |
| Participant deferral / active EE | $8,693 | $8,310+4.6% | $7,997+8.7% | $6,507+33.6% |
| Admin fee / account holder | $9,270 | $14,846-37.6% | $13,435-31.0% | $12,624-26.6% |