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 | $55,737 | $163,101-65.8% | $136,749-59.2% | $142,382-60.9% |
| Participation rate | 70.0% | 78.2%-8.2pp | 72.1%-2.1pp | 80.1%-10.1pp |
| Annual return | 16.43% | 27.54%-11.1pp | 24.33%-7.9pp | 217.08%-200.6pp |
| Employer contribution / active EE | $3,669 | $4,117-10.9% | $3,400+7.9% | $4,299-14.6% |
| Participant deferral / active EE | $6,781 | $5,585+21.4% | $4,692+44.5% | $6,507+4.2% |
| Admin fee / account holder | $3,102 | $14,318-78.3% | $11,386-72.8% | $12,624-75.4% |