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 | $44,568 | $172,478-74.2% | $145,661-69.4% | $142,382-68.7% |
| Participation rate | 80.0% | 80.1%-0.1pp | 77.2%+2.8pp | 80.1%-0.1pp |
| Annual return | 14.06% | 151.09%-137.0pp | 101.46%-87.4pp | 217.08%-203.0pp |
| Employer contribution / active EE | $2,807 | $4,899-42.7% | $4,238-33.7% | $4,299-34.7% |
| Participant deferral / active EE | $5,647 | $8,348-32.4% | $7,198-21.6% | $6,507-13.2% |
| Admin fee / account holder | $13,047 | $16,864-22.6% | $12,466+4.7% | $12,624+3.4% |