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 | $68,477 | $148,534-53.9% | $135,903-49.6% | $139,434-50.9% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 14.04% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $1,613 | $5,243-69.2% | $4,856-66.8% | $4,751-66.1% |
| Participant deferral / active EE | $4,125 | $8,100-49.1% | $7,758-46.8% | $6,710-38.5% |
| Admin fee / account holder | $3,873 | $12,400-68.8% | $10,762-64.0% | $11,403-66.0% |