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 | $30,534 | $114,381-73.3% | $107,525-71.6% | $142,382-78.6% |
| Participation rate | 72.7% | 78.1%-5.4pp | 75.1%-2.3pp | 80.1%-7.4pp |
| Annual return | 21.27% | 242.71%-221.4pp | 181.32%-160.0pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,883 | $4,015-28.2% | $3,754-23.2% | $4,299-32.9% |
| Participant deferral / active EE | $6,132 | $5,564+10.2% | $5,116+19.9% | $6,507-5.8% |
| Admin fee / account holder | $1,474 | $9,860-85.0% | $8,919-83.5% | $12,624-88.3% |