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 3-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 | $62,778 | $114,381-45.1% | $107,525-41.6% | $142,382-55.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 17.28% | 242.71%-225.4pp | 181.32%-164.0pp | 217.08%-199.8pp |
| Employer contribution / active EE | $5,666 | $4,015+41.1% | $3,754+50.9% | $4,299+31.8% |
| Participant deferral / active EE | $9,909 | $5,564+78.1% | $5,116+93.7% | $6,507+52.3% |
| Admin fee / account holder | $3,005 | $9,860-69.5% | $8,919-66.3% | $12,624-76.2% |