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 | $97,135 | $177,572-45.3% | $154,803-37.3% | $142,382-31.8% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 13.64% | 65.07%-51.4pp | 58.88%-45.2pp | 217.08%-203.4pp |
| Employer contribution / active EE | $3,552 | $4,810-26.2% | $4,305-17.5% | $4,299-17.4% |
| Participant deferral / active EE | $6,008 | $6,272-4.2% | $5,540+8.4% | $6,507-7.7% |
| Admin fee / account holder | $812 | $16,786-95.2% | $14,329-94.3% | $12,624-93.6% |