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 | $36,093 | $111,754-67.7% | $103,333-65.1% | $145,922-75.3% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 15.31% | 24.77%-9.5pp | 24.88%-9.6pp | 561.29%-546.0pp |
| Employer contribution / active EE | $3,438 | $4,212-18.4% | $3,868-11.1% | $4,660-26.2% |
| Participant deferral / active EE | $8,345 | $5,619+48.5% | $5,057+65.0% | $6,688+24.8% |
| Admin fee / account holder | $2,205 | $9,750-77.4% | $8,355-73.6% | $13,397-83.5% |