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 | $52,935 | $154,228-65.7% | $145,433-63.6% | $137,256-61.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 16.83% | 74.59%-57.8pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,394 | $4,804-29.4% | $4,554-25.5% | $4,156-18.3% |
| Participant deferral / active EE | $7,412 | $8,216-9.8% | $7,897-6.1% | $6,407+15.7% |
| Admin fee / account holder | $434 | $14,344-97.0% | $13,129-96.7% | $12,270-96.5% |