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 | $107,642 | $159,602-32.6% | $150,045-28.3% | $142,382-24.4% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.3%-10.9pp | 80.1%-8.7pp |
| Annual return | 14.64% | 70.24%-55.6pp | 62.55%-47.9pp | 217.08%-202.4pp |
| Employer contribution / active EE | $1,833 | $4,961-63.0% | $4,693-60.9% | $4,299-57.4% |
| Participant deferral / active EE | $4,596 | $8,310-44.7% | $7,997-42.5% | $6,507-29.4% |
| Admin fee / account holder | $3,564 | $14,846-76.0% | $13,435-73.5% | $12,624-71.8% |