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 | $61,236 | $214,378-71.4% | $200,582-69.5% | $142,382-57.0% |
| Participation rate | 75.0% | 87.4%-12.4pp | 86.9%-11.9pp | 80.1%-5.1pp |
| Annual return | 13.24% | 46.41%-33.2pp | 42.33%-29.1pp | 217.08%-203.8pp |
| Employer contribution / active EE | $3,670 | $6,841-46.4% | $6,419-42.8% | $4,299-14.6% |
| Participant deferral / active EE | $5,711 | $9,865-42.1% | $9,331-38.8% | $6,507-12.2% |
| Admin fee / account holder | $318 | $17,692-98.2% | $16,305-98.0% | $12,624-97.5% |