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 | $44,630 | $154,228-71.1% | $145,433-69.3% | $137,256-67.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.92% | 74.59%-60.7pp | 66.58%-52.7pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,102 | $4,804-14.6% | $4,554-9.9% | $4,156-1.3% |
| Participant deferral / active EE | $6,166 | $8,216-25.0% | $7,897-21.9% | $6,407-3.8% |
| Admin fee / account holder | $10,682 | $14,344-25.5% | $13,129-18.6% | $12,270-12.9% |