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 | $85,012 | $148,534-42.8% | $135,903-37.4% | $139,434-39.0% |
| Participation rate | 72.7% | 83.9%-11.1pp | 81.9%-9.2pp | 80.3%-7.6pp |
| Annual return | 18.52% | 79.19%-60.7pp | 68.23%-49.7pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,465 | $5,243-72.0% | $4,856-69.8% | $4,751-69.2% |
| Participant deferral / active EE | $6,724 | $8,100-17.0% | $7,758-13.3% | $6,710+0.2% |
| Admin fee / account holder | $914 | $12,400-92.6% | $10,762-91.5% | $11,403-92.0% |