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 | $201,259-76.9% | $184,200-74.7% | $145,959-68.1% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 13.18% | 28.98%-15.8pp | 28.80%-15.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $2,304 | $7,018-67.2% | $6,424-64.1% | $4,661-50.6% |
| Participant deferral / active EE | $3,582 | $9,806-63.5% | $9,132-60.8% | $6,689-46.4% |
| Admin fee / account holder | $7,914 | $16,372-51.7% | $13,907-43.1% | $13,398-40.9% |