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 4-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 | $60,155 | $158,398-62.0% | $126,539-52.5% | $142,382-57.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 16.16% | 593.76%-577.6pp | 425.95%-409.8pp | 217.08%-200.9pp |
| Employer contribution / active EE | $7,068 | $4,650+52.0% | $3,674+92.4% | $4,299+64.4% |
| Participant deferral / active EE | $4,644 | $4,767-2.6% | $4,083+13.7% | $6,507-28.6% |
| Admin fee / account holder | $746 | $6,918-89.2% | $6,065-87.7% | $12,624-94.1% |