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 | $47,161 | $177,572-73.4% | $154,803-69.5% | $142,382-66.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 22.38% | 65.07%-42.7pp | 58.88%-36.5pp | 217.08%-194.7pp |
| Employer contribution / active EE | $2,054 | $4,810-57.3% | $4,305-52.3% | $4,299-52.2% |
| Participant deferral / active EE | $8,301 | $6,272+32.4% | $5,540+49.8% | $6,507+27.6% |
| Admin fee / account holder | $652 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |