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 | $30,071 | $111,535-73.0% | $105,223-71.4% | $137,256-78.1% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.06% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,633 | $3,939-33.2% | $3,689-28.6% | $4,156-36.7% |
| Participant deferral / active EE | $3,314 | $5,500-39.7% | $5,072-34.7% | $6,407-48.3% |
| Admin fee / account holder | $1,082 | $9,721-88.9% | $8,859-87.8% | $12,270-91.2% |