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 | $27,974 | $154,117-81.8% | $129,995-78.5% | $139,434-79.9% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.5%-8.5pp | 80.3%-10.3pp |
| Annual return | 46.30% | 32.48%+13.8pp | -137.18%+183.5pp | 372.94%-326.6pp |
| Employer contribution / active EE | $2,809 | $5,289-46.9% | $4,320-35.0% | $4,751-40.9% |
| Participant deferral / active EE | $6,792 | $6,710+1.2% | $5,820+16.7% | $6,710+1.2% |
| Admin fee / account holder | $2,848 | $14,007-79.7% | $10,614-73.2% | $11,403-75.0% |