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 | $46,579 | $201,272-76.9% | $184,203-74.7% | $145,922-68.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.8pp |
| Annual return | 13.18% | 29.00%-15.8pp | 28.81%-15.6pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,304 | $7,022-67.2% | $6,427-64.1% | $4,660-50.5% |
| Participant deferral / active EE | $3,582 | $9,806-63.5% | $9,131-60.8% | $6,688-46.4% |
| Admin fee / account holder | $7,914 | $16,364-51.6% | $13,901-43.1% | $13,397-40.9% |