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 | $100,970-57.4% | $96,576-55.4% | $137,256-68.6% |
| Participation rate | 71.4% | 82.6%-11.2pp | 81.4%-10.0pp | 80.0%-8.5pp |
| Annual return | 18.02% | 38.16%-20.1pp | 38.47%-20.4pp | 220.34%-202.3pp |
| Employer contribution / active EE | $1,668 | $3,809-56.2% | $3,553-53.1% | $4,156-59.9% |
| Participant deferral / active EE | $7,661 | $8,286-7.5% | $7,956-3.7% | $6,407+19.6% |
| Admin fee / account holder | $2,378 | $11,312-79.0% | $11,381-79.1% | $12,270-80.6% |