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 | $37,707 | $115,708-67.4% | $65,255-42.2% | $139,434-73.0% |
| Participation rate | 73.9% | 67.8%+6.1pp | 65.0%+9.0pp | 80.3%-6.4pp |
| Annual return | 16.07% | 31.19%-15.1pp | 47.35%-31.3pp | 372.94%-356.9pp |
| Employer contribution / active EE | $2,666 | $2,599+2.6% | $1,691+57.6% | $4,751-43.9% |
| Participant deferral / active EE | $4,778 | $4,240+12.7% | $2,831+68.8% | $6,710-28.8% |
| Admin fee / account holder | $1,889 | $6,698-71.8% | $4,112-54.1% | $11,403-83.4% |