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 | $20,471 | $177,572-88.5% | $154,803-86.8% | $142,382-85.6% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 28.36% | 65.07%-36.7pp | 58.88%-30.5pp | 217.08%-188.7pp |
| Employer contribution / active EE | $1,242 | $4,810-74.2% | $4,305-71.2% | $4,299-71.1% |
| Participant deferral / active EE | $4,268 | $6,272-31.9% | $5,540-23.0% | $6,507-34.4% |
| Admin fee / account holder | $791 | $16,786-95.3% | $14,329-94.5% | $12,624-93.7% |