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 | $16,426 | $94,338-82.6% | $100,534-83.7% | $142,382-88.5% |
| Participation rate | 75.0% | 81.7%-6.7pp | 80.6%-5.6pp | 80.1%-5.1pp |
| Annual return | 22.75% | 29.20%-6.5pp | 32.66%-9.9pp | 217.08%-194.3pp |
| Employer contribution / active EE | $2,726 | $4,237-35.7% | $4,346-37.3% | $4,299-36.6% |
| Participant deferral / active EE | $4,924 | $5,934-17.0% | $6,144-19.9% | $6,507-24.3% |
| Admin fee / account holder | $369 | $8,421-95.6% | $7,654-95.2% | $12,624-97.1% |