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 | $25,627 | $105,126-75.6% | $94,646-72.9% | $139,434-81.6% |
| Participation rate | 75.0% | 82.4%-7.4pp | 80.8%-5.8pp | 80.3%-5.3pp |
| Annual return | 34.62% | 38.03%-3.4pp | 156.71%-122.1pp | 372.94%-338.3pp |
| Employer contribution / active EE | $3,689 | $4,106-10.1% | $3,672+0.5% | $4,751-22.3% |
| Participant deferral / active EE | $7,163 | $7,599-5.7% | $7,418-3.4% | $6,710+6.7% |
| Admin fee / account holder | $1,678 | $8,984-81.3% | $7,231-76.8% | $11,403-85.3% |