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 | $39,477 | $110,257-64.2% | $96,544-59.1% | $139,434-71.7% |
| Participation rate | 72.7% | 78.1%-5.4pp | 76.0%-3.2pp | 80.3%-7.6pp |
| Annual return | 19.45% | 26.32%-6.9pp | 25.84%-6.4pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,353 | $3,620-7.4% | $2,965+13.1% | $4,751-29.4% |
| Participant deferral / active EE | $7,423 | $5,548+33.8% | $4,851+53.0% | $6,710+10.6% |
| Admin fee / account holder | $668 | $11,591-94.2% | $8,252-91.9% | $11,403-94.1% |