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 | $54,360 | $214,378-74.6% | $200,582-72.9% | $142,382-61.8% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 18.59% | 46.41%-27.8pp | 42.33%-23.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $4,471 | $6,841-34.6% | $6,419-30.3% | $4,299+4.0% |
| Participant deferral / active EE | $8,625 | $9,865-12.6% | $9,331-7.6% | $6,507+32.5% |
| Admin fee / account holder | $724 | $17,692-95.9% | $16,305-95.6% | $12,624-94.3% |