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 | $29,030 | $185,822-84.4% | $169,993-82.9% | $139,434-79.2% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 13.63% | 60.50%-46.9pp | 53.37%-39.7pp | 372.94%-359.3pp |
| Employer contribution / active EE | $2,363 | $7,590-68.9% | $6,785-65.2% | $4,751-50.3% |
| Participant deferral / active EE | $4,268 | $11,622-63.3% | $10,408-59.0% | $6,710-36.4% |
| Admin fee / account holder | $563 | $15,381-96.3% | $12,815-95.6% | $11,403-95.1% |