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 | $137,959 | $214,378-35.6% | $200,582-31.2% | $142,382-3.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 86.9%-6.9pp | 80.1%-0.1pp |
| Annual return | 12.15% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-204.9pp |
| Employer contribution / active EE | $3,702 | $6,841-45.9% | $6,419-42.3% | $4,299-13.9% |
| Participant deferral / active EE | $11,488 | $9,865+16.5% | $9,331+23.1% | $6,507+76.5% |
| Admin fee / account holder | $34,748 | $17,692+96.4% | $16,305+113.1% | $12,624+175.3% |