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 | $25,187 | $127,065-80.2% | $113,168-77.7% | $142,382-82.3% |
| Participation rate | 76.2% | 79.2%-3.0pp | 76.6%-0.4pp | 80.1%-3.9pp |
| Annual return | 18.61% | 24.03%-5.4pp | 24.27%-5.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $2,571 | $3,442-25.3% | $2,975-13.6% | $4,299-40.2% |
| Participant deferral / active EE | $3,197 | $5,716-44.1% | $5,107-37.4% | $6,507-50.9% |
| Admin fee / account holder | $1,457 | $15,736-90.7% | $12,068-87.9% | $12,624-88.5% |