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 | $43,055 | $106,584-59.6% | $101,326-57.5% | $142,382-69.8% |
| Participation rate | 71.4% | 82.7%-11.3pp | 81.5%-10.1pp | 80.1%-8.7pp |
| Annual return | 18.02% | 36.93%-18.9pp | 36.82%-18.8pp | 217.08%-199.1pp |
| Employer contribution / active EE | $1,668 | $3,956-57.8% | $3,665-54.5% | $4,299-61.2% |
| Participant deferral / active EE | $7,661 | $8,297-7.7% | $7,994-4.2% | $6,507+17.7% |
| Admin fee / account holder | $2,378 | $11,446-79.2% | $11,185-78.7% | $12,624-81.2% |