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 | $33,134 | $133,922-75.3% | $116,228-71.5% | $142,382-76.7% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.6%-4.6pp | 80.1%-10.1pp |
| Annual return | 22.96% | 147.76%-124.8pp | 90.06%-67.1pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,061 | $3,446-40.2% | $2,994-31.2% | $4,299-52.1% |
| Participant deferral / active EE | $5,154 | $5,672-9.1% | $4,953+4.0% | $6,507-20.8% |
| Admin fee / account holder | $2,983 | $14,945-80.0% | $11,989-75.1% | $12,624-76.4% |