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 | $20,727 | $105,126-80.3% | $94,646-78.1% | $139,434-85.1% |
| Participation rate | 77.8% | 82.4%-4.6pp | 80.8%-3.1pp | 80.3%-2.5pp |
| Annual return | 15.92% | 38.03%-22.1pp | 156.71%-140.8pp | 372.94%-357.0pp |
| Employer contribution / active EE | $3,897 | $4,106-5.1% | $3,672+6.1% | $4,751-18.0% |
| Participant deferral / active EE | $4,282 | $7,599-43.7% | $7,418-42.3% | $6,710-36.2% |
| Admin fee / account holder | $4,511 | $8,984-49.8% | $7,231-37.6% | $11,403-60.4% |