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 | $161,352-65.5% | $134,172-58.5% | $137,256-59.4% |
| Participation rate | 70.0% | 78.3%-8.3pp | 72.5%-2.5pp | 80.0%-10.0pp |
| Annual return | 16.43% | 28.72%-12.3pp | 25.30%-8.9pp | 220.34%-203.9pp |
| Employer contribution / active EE | $3,669 | $4,099-10.5% | $3,420+7.3% | $4,156-11.7% |
| Participant deferral / active EE | $6,781 | $5,552+22.1% | $4,690+44.6% | $6,407+5.8% |
| Admin fee / account holder | $3,102 | $15,028-79.4% | $12,016-74.2% | $12,270-74.7% |