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 | $27,270 | $111,535-75.5% | $105,223-74.1% | $137,256-80.1% |
| Participation rate | 73.9% | 78.1%-4.2pp | 75.0%-1.1pp | 80.0%-6.0pp |
| Annual return | 135.33% | 237.85%-102.5pp | 180.65%-45.3pp | 220.34%-85.0pp |
| Employer contribution / active EE | $1,977 | $3,939-49.8% | $3,689-46.4% | $4,156-52.4% |
| Participant deferral / active EE | $4,939 | $5,500-10.2% | $5,072-2.6% | $6,407-22.9% |
| Admin fee / account holder | $4,097 | $9,721-57.9% | $8,859-53.8% | $12,270-66.6% |