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 | $56,027 | $104,974-46.6% | $95,585-41.4% | $142,382-60.7% |
| Participation rate | 73.7% | 75.0%-1.3pp | 72.1%+1.6pp | 80.1%-6.4pp |
| Annual return | 19.57% | 210.33%-190.8pp | 38.56%-19.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,037 | $2,779-62.7% | $2,527-59.0% | $4,299-75.9% |
| Participant deferral / active EE | $6,064 | $4,352+39.3% | $4,023+50.8% | $6,507-6.8% |
| Admin fee / account holder | $2,786 | $6,386-56.4% | $6,127-54.5% | $12,624-77.9% |