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 | $36,272 | $210,648-82.8% | $177,989-79.6% | $145,922-75.1% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 15.82% | 385.86%-370.0pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,740 | $4,565-18.1% | $3,949-5.3% | $4,660-19.7% |
| Participant deferral / active EE | $9,903 | $6,958+42.3% | $6,276+57.8% | $6,688+48.1% |
| Admin fee / account holder | $3,379 | $12,013-71.9% | $10,363-67.4% | $13,397-74.8% |