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 | $46,963 | $209,336-77.6% | $197,124-76.2% | $137,256-65.8% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 16.65% | 48.09%-31.4pp | 44.34%-27.7pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,455 | $6,591-77.9% | $6,227-76.6% | $4,156-65.0% |
| Participant deferral / active EE | $6,202 | $9,614-35.5% | $9,135-32.1% | $6,407-3.2% |
| Admin fee / account holder | $2,536 | $17,308-85.4% | $16,298-84.4% | $12,270-79.3% |