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 | $19,357 | $177,572-89.1% | $154,803-87.5% | $142,382-86.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 23.93% | 65.07%-41.1pp | 58.88%-35.0pp | 217.08%-193.1pp |
| Employer contribution / active EE | $1,989 | $4,810-58.7% | $4,305-53.8% | $4,299-53.7% |
| Participant deferral / active EE | $4,667 | $6,272-25.6% | $5,540-15.8% | $6,507-28.3% |
| Admin fee / account holder | $1,133 | $16,786-93.3% | $14,329-92.1% | $12,624-91.0% |