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 | $21,209 | $124,425-83.0% | $112,040-81.1% | $137,256-84.5% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 21.39% | 24.72%-3.3pp | 24.52%-3.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,018 | $3,411-40.8% | $2,954-31.7% | $4,156-51.4% |
| Participant deferral / active EE | $2,797 | $5,718-51.1% | $5,098-45.1% | $6,407-56.3% |
| Admin fee / account holder | $4,622 | $15,207-69.6% | $12,098-61.8% | $12,270-62.3% |