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 | $31,572 | $183,519-82.8% | $155,509-79.7% | $145,922-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.50% | 61.17%-47.7pp | 64.67%-51.2pp | 561.29%-547.8pp |
| Employer contribution / active EE | $1,462 | $5,313-72.5% | $4,672-68.7% | $4,660-68.6% |
| Participant deferral / active EE | $7,319 | $6,462+13.3% | $5,626+30.1% | $6,688+9.4% |
| Admin fee / account holder | $1,887 | $19,313-90.2% | $15,912-88.1% | $13,397-85.9% |