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 | $34,800 | $183,519-81.0% | $155,509-77.6% | $145,922-76.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 25.38% | 61.17%-35.8pp | 64.67%-39.3pp | 561.29%-535.9pp |
| Employer contribution / active EE | $4,191 | $5,313-21.1% | $4,672-10.3% | $4,660-10.1% |
| Participant deferral / active EE | $6,865 | $6,462+6.2% | $5,626+22.0% | $6,688+2.7% |
| Admin fee / account holder | $1,490 | $19,313-92.3% | $15,912-90.6% | $13,397-88.9% |