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 | $32,182 | $111,754-71.2% | $103,333-68.9% | $145,922-77.9% |
| Participation rate | 72.7% | 77.9%-5.2pp | 74.5%-1.8pp | 80.3%-7.5pp |
| Annual return | 14.08% | 24.77%-10.7pp | 24.88%-10.8pp | 561.29%-547.2pp |
| Employer contribution / active EE | $3,882 | $4,212-7.8% | $3,868+0.4% | $4,660-16.7% |
| Participant deferral / active EE | $6,783 | $5,619+20.7% | $5,057+34.1% | $6,688+1.4% |
| Admin fee / account holder | $1,848 | $9,750-81.0% | $8,355-77.9% | $13,397-86.2% |