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 | $94,912 | $163,101-41.8% | $136,749-30.6% | $142,382-33.3% |
| Participation rate | 71.4% | 78.2%-6.8pp | 72.1%-0.7pp | 80.1%-8.7pp |
| Annual return | 14.78% | 27.54%-12.8pp | 24.33%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,614 | $4,117+12.1% | $3,400+35.7% | $4,299+7.3% |
| Participant deferral / active EE | $14,154 | $5,585+153.4% | $4,692+201.7% | $6,507+117.5% |
| Admin fee / account holder | $460 | $14,318-96.8% | $11,386-96.0% | $12,624-96.4% |