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 | $9,804 | $114,381-91.4% | $107,525-90.9% | $142,382-93.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.67% | 242.71%-223.0pp | 181.32%-161.6pp | 217.08%-197.4pp |
| Employer contribution / active EE | $4,670 | $4,015+16.3% | $3,754+24.4% | $4,299+8.6% |
| Participant deferral / active EE | $6,619 | $5,564+19.0% | $5,116+29.4% | $6,507+1.7% |
| Admin fee / account holder | $2,869 | $9,860-70.9% | $8,919-67.8% | $12,624-77.3% |