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 | $78,493 | $106,584-26.4% | $101,326-22.5% | $142,382-44.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 28.59% | 36.93%-8.3pp | 36.82%-8.2pp | 217.08%-188.5pp |
| Employer contribution / active EE | $1,303 | $3,956-67.1% | $3,665-64.5% | $4,299-69.7% |
| Participant deferral / active EE | $9,193 | $8,297+10.8% | $7,994+15.0% | $6,507+41.3% |
| Admin fee / account holder | $3,285 | $11,446-71.3% | $11,185-70.6% | $12,624-74.0% |