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 | $159,602-79.8% | $150,045-78.5% | $142,382-77.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 20.20% | 70.24%-50.0pp | 62.55%-42.3pp | 217.08%-196.9pp |
| Employer contribution / active EE | $1,889 | $4,961-61.9% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $5,489 | $8,310-33.9% | $7,997-31.4% | $6,507-15.6% |
| Admin fee / account holder | $2,532 | $14,846-82.9% | $13,435-81.2% | $12,624-79.9% |