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 | $28,173 | $114,381-75.4% | $107,525-73.8% | $142,382-80.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 30.24% | 242.71%-212.5pp | 181.32%-151.1pp | 217.08%-186.8pp |
| Employer contribution / active EE | $3,997 | $4,015-0.4% | $3,754+6.5% | $4,299-7.0% |
| Participant deferral / active EE | $7,976 | $5,564+43.3% | $5,116+55.9% | $6,507+22.6% |
| Admin fee / account holder | $1,614 | $9,860-83.6% | $8,919-81.9% | $12,624-87.2% |