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 | $73,450 | $114,381-35.8% | $107,525-31.7% | $142,382-48.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 18.87% | 242.71%-223.8pp | 181.32%-162.5pp | 217.08%-198.2pp |
| Employer contribution / active EE | $3,001 | $4,015-25.3% | $3,754-20.1% | $4,299-30.2% |
| Participant deferral / active EE | $12,488 | $5,564+124.4% | $5,116+144.1% | $6,507+91.9% |
| Admin fee / account holder | $766 | $9,860-92.2% | $8,919-91.4% | $12,624-93.9% |