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 | $100,970-31.5% | $96,576-28.4% | $137,256-49.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 13.57% | 38.16%-24.6pp | 38.47%-24.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $2,042 | $3,809-46.4% | $3,553-42.5% | $4,156-50.9% |
| Participant deferral / active EE | $13,650 | $8,286+64.7% | $7,956+71.6% | $6,407+113.1% |
| Admin fee / account holder | $5,320 | $11,312-53.0% | $11,381-53.3% | $12,270-56.6% |