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 | $69,152 | $106,584-35.1% | $101,326-31.8% | $142,382-51.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 13.57% | 36.93%-23.4pp | 36.82%-23.2pp | 217.08%-203.5pp |
| Employer contribution / active EE | $2,042 | $3,956-48.4% | $3,665-44.3% | $4,299-52.5% |
| Participant deferral / active EE | $13,650 | $8,297+64.5% | $7,994+70.8% | $6,507+109.8% |
| Admin fee / account holder | $5,320 | $11,446-53.5% | $11,185-52.4% | $12,624-57.9% |