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 | $43,592 | $173,345-74.9% | $136,007-67.9% | $145,922-70.1% |
| Participation rate | 80.0% | 80.5%-0.5pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 12.53% | 1163.32%-1150.8pp | 579.32%-566.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $2,456 | $5,278-53.5% | $4,217-41.7% | $4,660-47.3% |
| Participant deferral / active EE | $3,263 | $8,699-62.5% | $7,025-53.6% | $6,688-51.2% |
| Admin fee / account holder | $18,493 | $9,954+85.8% | $6,858+169.6% | $13,397+38.0% |