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 | $57,167 | $127,065-55.0% | $113,168-49.5% | $142,382-59.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 22.56% | 24.03%-1.5pp | 24.27%-1.7pp | 217.08%-194.5pp |
| Employer contribution / active EE | $3,538 | $3,442+2.8% | $2,975+18.9% | $4,299-17.7% |
| Participant deferral / active EE | $10,019 | $5,716+75.3% | $5,107+96.2% | $6,507+54.0% |
| Admin fee / account holder | $3,198 | $15,736-79.7% | $12,068-73.5% | $12,624-74.7% |