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 | $33,246 | $124,425-73.3% | $112,040-70.3% | $137,256-75.8% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 18.17% | 24.72%-6.6pp | 24.52%-6.4pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,950 | $3,411-42.8% | $2,954-34.0% | $4,156-53.1% |
| Participant deferral / active EE | $2,168 | $5,718-62.1% | $5,098-57.5% | $6,407-66.2% |
| Admin fee / account holder | $2,489 | $15,207-83.6% | $12,098-79.4% | $12,270-79.7% |