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 | $41,615 | $148,534-72.0% | $135,903-69.4% | $139,434-70.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 26.22% | 79.19%-53.0pp | 68.23%-42.0pp | 372.94%-346.7pp |
| Employer contribution / active EE | $2,837 | $5,243-45.9% | $4,856-41.6% | $4,751-40.3% |
| Participant deferral / active EE | $13,676 | $8,100+68.8% | $7,758+76.3% | $6,710+103.8% |
| Admin fee / account holder | $1,059 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |