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 | $32,293 | $154,228-79.1% | $145,433-77.8% | $137,256-76.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.20% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $1,889 | $4,804-60.7% | $4,554-58.5% | $4,156-54.6% |
| Participant deferral / active EE | $5,489 | $8,216-33.2% | $7,897-30.5% | $6,407-14.3% |
| Admin fee / account holder | $2,532 | $14,344-82.3% | $13,129-80.7% | $12,270-79.4% |