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 | $45,436 | $124,425-63.5% | $112,040-59.4% | $137,256-66.9% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 14.35% | 24.72%-10.4pp | 24.52%-10.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $1,413 | $3,411-58.6% | $2,954-52.2% | $4,156-66.0% |
| Participant deferral / active EE | $2,634 | $5,718-53.9% | $5,098-48.3% | $6,407-58.9% |
| Admin fee / account holder | $345 | $15,207-97.7% | $12,098-97.2% | $12,270-97.2% |