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 | $29,558 | $104,974-71.8% | $95,585-69.1% | $142,382-79.2% |
| Participation rate | 71.4% | 75.0%-3.5pp | 72.1%-0.6pp | 80.1%-8.7pp |
| Annual return | 17.12% | 210.33%-193.2pp | 38.56%-21.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,621 | $2,779-41.7% | $2,527-35.8% | $4,299-62.3% |
| Participant deferral / active EE | $3,644 | $4,352-16.3% | $4,023-9.4% | $6,507-44.0% |
| Admin fee / account holder | $983 | $6,386-84.6% | $6,127-84.0% | $12,624-92.2% |