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 | $40,807 | $124,425-67.2% | $112,040-63.6% | $137,256-70.3% |
| Participation rate | 75.0% | 79.3%-4.3pp | 76.5%-1.5pp | 80.0%-5.0pp |
| Annual return | 22.97% | 24.72%-1.7pp | 24.52%-1.5pp | 220.34%-197.4pp |
| Employer contribution / active EE | $2,661 | $3,411-22.0% | $2,954-9.9% | $4,156-36.0% |
| Participant deferral / active EE | $7,561 | $5,718+32.2% | $5,098+48.3% | $6,407+18.0% |
| Admin fee / account holder | $698 | $15,207-95.4% | $12,098-94.2% | $12,270-94.3% |