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 | $70,071 | $214,378-67.3% | $200,582-65.1% | $142,382-50.8% |
| Participation rate | 83.3% | 87.4%-4.1pp | 86.9%-3.6pp | 80.1%+3.2pp |
| Annual return | 19.18% | 46.41%-27.2pp | 42.33%-23.2pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,384 | $6,841-35.9% | $6,419-31.7% | $4,299+2.0% |
| Participant deferral / active EE | $13,448 | $9,865+36.3% | $9,331+44.1% | $6,507+106.7% |
| Admin fee / account holder | $614 | $17,692-96.5% | $16,305-96.2% | $12,624-95.1% |