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 | $12,700 | $177,572-92.8% | $154,803-91.8% | $142,382-91.1% |
| Participation rate | 81.3% | 82.1%-0.8pp | 78.1%+3.2pp | 80.1%+1.1pp |
| Annual return | 29.17% | 65.07%-35.9pp | 58.88%-29.7pp | 217.08%-187.9pp |
| Employer contribution / active EE | $1,843 | $4,810-61.7% | $4,305-57.2% | $4,299-57.1% |
| Participant deferral / active EE | $5,469 | $6,272-12.8% | $5,540-1.3% | $6,507-16.0% |
| Admin fee / account holder | $432 | $16,786-97.4% | $14,329-97.0% | $12,624-96.6% |