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 | $161,352-41.2% | $134,172-29.3% | $137,256-30.9% |
| Participation rate | 71.4% | 78.3%-6.9pp | 72.5%-1.0pp | 80.0%-8.5pp |
| Annual return | 14.78% | 28.72%-13.9pp | 25.30%-10.5pp | 220.34%-205.6pp |
| Employer contribution / active EE | $4,614 | $4,099+12.6% | $3,420+34.9% | $4,156+11.0% |
| Participant deferral / active EE | $14,154 | $5,552+154.9% | $4,690+201.8% | $6,407+120.9% |
| Admin fee / account holder | $460 | $15,028-96.9% | $12,016-96.2% | $12,270-96.3% |