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 | $31,451 | $183,519-82.9% | $155,509-79.8% | $145,922-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.10% | 61.17%-43.1pp | 64.67%-46.6pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,659 | $5,313-68.8% | $4,672-64.5% | $4,660-64.4% |
| Participant deferral / active EE | $4,233 | $6,462-34.5% | $5,626-24.8% | $6,688-36.7% |
| Admin fee / account holder | $20,516 | $19,313+6.2% | $15,912+28.9% | $13,397+53.1% |