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 | $60,458 | $159,602-62.1% | $150,045-59.7% | $142,382-57.5% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | 16.71% | 70.24%-53.5pp | 62.55%-45.8pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,546 | $4,961-68.8% | $4,693-67.1% | $4,299-64.0% |
| Participant deferral / active EE | $11,066 | $8,310+33.2% | $7,997+38.4% | $6,507+70.1% |
| Admin fee / account holder | $1,387 | $14,846-90.7% | $13,435-89.7% | $12,624-89.0% |