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 | $64,644 | $177,572-63.6% | $154,803-58.2% | $142,382-54.6% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 18.63% | 65.07%-46.4pp | 58.88%-40.3pp | 217.08%-198.4pp |
| Employer contribution / active EE | $2,541 | $4,810-47.2% | $4,305-41.0% | $4,299-40.9% |
| Participant deferral / active EE | $8,674 | $6,272+38.3% | $5,540+56.6% | $6,507+33.3% |
| Admin fee / account holder | $1,466 | $16,786-91.3% | $14,329-89.8% | $12,624-88.4% |