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 | $68,186 | $177,572-61.6% | $154,803-56.0% | $142,382-52.1% |
| Participation rate | 70.0% | 82.1%-12.1pp | 78.1%-8.1pp | 80.1%-10.1pp |
| Annual return | 14.42% | 65.07%-50.6pp | 58.88%-44.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,208 | $4,810-54.1% | $4,305-48.7% | $4,299-48.7% |
| Participant deferral / active EE | $5,819 | $6,272-7.2% | $5,540+5.0% | $6,507-10.6% |
| Admin fee / account holder | $1,249 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |