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 | $45,663 | $177,572-74.3% | $154,803-70.5% | $142,382-67.9% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 19.96% | 65.07%-45.1pp | 58.88%-38.9pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,910 | $4,810-39.5% | $4,305-32.4% | $4,299-32.3% |
| Participant deferral / active EE | $8,760 | $6,272+39.7% | $5,540+58.1% | $6,507+34.6% |
| Admin fee / account holder | $327 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |