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 | $127,065-67.9% | $113,168-63.9% | $142,382-71.3% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 22.97% | 24.03%-1.1pp | 24.27%-1.3pp | 217.08%-194.1pp |
| Employer contribution / active EE | $2,661 | $3,442-22.7% | $2,975-10.6% | $4,299-38.1% |
| Participant deferral / active EE | $7,561 | $5,716+32.3% | $5,107+48.0% | $6,507+16.2% |
| Admin fee / account holder | $698 | $15,736-95.6% | $12,068-94.2% | $12,624-94.5% |