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 | $29,677 | $111,535-73.4% | $105,223-71.8% | $137,256-78.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 23.91% | 237.85%-213.9pp | 180.65%-156.7pp | 220.34%-196.4pp |
| Employer contribution / active EE | $2,381 | $3,939-39.6% | $3,689-35.5% | $4,156-42.7% |
| Participant deferral / active EE | $5,516 | $5,500+0.3% | $5,072+8.8% | $6,407-13.9% |
| Admin fee / account holder | $928 | $9,721-90.5% | $8,859-89.5% | $12,270-92.4% |