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 | $20,430 | $159,602-87.2% | $150,045-86.4% | $142,382-85.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 24.13% | 70.24%-46.1pp | 62.55%-38.4pp | 217.08%-192.9pp |
| Employer contribution / active EE | $5,651 | $4,961+13.9% | $4,693+20.4% | $4,299+31.4% |
| Participant deferral / active EE | $9,774 | $8,310+17.6% | $7,997+22.2% | $6,507+50.2% |
| Admin fee / account holder | $3,711 | $14,846-75.0% | $13,435-72.4% | $12,624-70.6% |