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 | $65,899 | $74,888-12.0% | $71,209-7.5% | $142,382-53.7% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 17.69% | 345.14%-327.4pp | 282.51%-264.8pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,303 | $2,854-19.3% | $2,721-15.4% | $4,299-46.4% |
| Participant deferral / active EE | $6,791 | $4,454+52.5% | $4,175+62.7% | $6,507+4.4% |
| Admin fee / account holder | $1,861 | $5,568-66.6% | $5,349-65.2% | $12,624-85.3% |