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 | $52,446 | $154,228-66.0% | $145,433-63.9% | $137,256-61.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 22.72% | 74.59%-51.9pp | 66.58%-43.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $3,608 | $4,804-24.9% | $4,554-20.8% | $4,156-13.2% |
| Participant deferral / active EE | $6,073 | $8,216-26.1% | $7,897-23.1% | $6,407-5.2% |
| Admin fee / account holder | $1,607 | $14,344-88.8% | $13,129-87.8% | $12,270-86.9% |