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 | $127,065-64.2% | $113,168-59.9% | $142,382-68.1% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 14.35% | 24.03%-9.7pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,413 | $3,442-58.9% | $2,975-52.5% | $4,299-67.1% |
| Participant deferral / active EE | $2,634 | $5,716-53.9% | $5,107-48.4% | $6,507-59.5% |
| Admin fee / account holder | $345 | $15,736-97.8% | $12,068-97.1% | $12,624-97.3% |