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 | $23,075 | $177,572-87.0% | $154,803-85.1% | $142,382-83.8% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.17% | 65.07%-46.9pp | 58.88%-40.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $7,152 | $4,810+48.7% | $4,305+66.1% | $4,299+66.3% |
| Participant deferral / active EE | $5,150 | $6,272-17.9% | $5,540-7.0% | $6,507-20.9% |
| Admin fee / account holder | $1,114 | $16,786-93.4% | $14,329-92.2% | $12,624-91.2% |