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 | $32,136 | $183,519-82.5% | $155,509-79.3% | $145,922-78.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 16.09% | 61.17%-45.1pp | 64.67%-48.6pp | 561.29%-545.2pp |
| Employer contribution / active EE | $2,384 | $5,313-55.1% | $4,672-49.0% | $4,660-48.8% |
| Participant deferral / active EE | $7,451 | $6,462+15.3% | $5,626+32.4% | $6,688+11.4% |
| Admin fee / account holder | $338 | $19,313-98.2% | $15,912-97.9% | $13,397-97.5% |