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 | $99,482 | $117,841-15.6% | $102,423-2.9% | $145,922-31.8% |
| Participation rate | 76.2% | 78.6%-2.4pp | 76.5%-0.3pp | 80.3%-4.1pp |
| Annual return | 11.48% | 31.65%-20.2pp | 29.32%-17.8pp | 561.29%-549.8pp |
| Employer contribution / active EE | $3,646 | $3,615+0.9% | $3,023+20.6% | $4,660-21.7% |
| Participant deferral / active EE | $6,452 | $5,731+12.6% | $5,053+27.7% | $6,688-3.5% |
| Admin fee / account holder | $36,274 | $13,326+172.2% | $9,451+283.8% | $13,397+170.8% |