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 3-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 | $68,591 | $148,978-54.0% | $200,582-65.8% | $84,808-19.1% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 19.16% | 28.16%-9.0pp | 42.33%-23.2pp | 40.90%-21.7pp |
| Employer contribution / active EE | $4,323 | $4,815-10.2% | $6,419-32.7% | $2,631+64.3% |
| Participant deferral / active EE | $13,596 | $7,142+90.4% | $9,331+45.7% | $4,212+222.8% |
| Admin fee / account holder | $1,750 | $13,977-87.5% | $16,305-89.3% | $7,344-76.2% |