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 | $68,889 | $214,378-67.9% | $200,582-65.7% | $142,382-51.6% |
| Participation rate | 70.0% | 87.4%-17.4pp | 86.9%-16.9pp | 80.1%-10.1pp |
| Annual return | 23.39% | 46.41%-23.0pp | 42.33%-18.9pp | 217.08%-193.7pp |
| Employer contribution / active EE | $3,856 | $6,841-43.6% | $6,419-39.9% | $4,299-10.3% |
| Participant deferral / active EE | $8,892 | $9,865-9.9% | $9,331-4.7% | $6,507+36.6% |
| Admin fee / account holder | $5,913 | $17,692-66.6% | $16,305-63.7% | $12,624-53.2% |