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 | $22,027 | $114,381-80.7% | $107,525-79.5% | $142,382-84.5% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.73% | 242.71%-221.0pp | 181.32%-159.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,282 | $4,015-43.2% | $3,754-39.2% | $4,299-46.9% |
| Participant deferral / active EE | $5,861 | $5,564+5.3% | $5,116+14.6% | $6,507-9.9% |
| Admin fee / account holder | $1,469 | $9,860-85.1% | $8,919-83.5% | $12,624-88.4% |