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 | $33,572 | $110,257-69.6% | $96,544-65.2% | $139,434-75.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 26.16% | 26.32%-0.2pp | 25.84%+0.3pp | 372.94%-346.8pp |
| Employer contribution / active EE | $2,621 | $3,620-27.6% | $2,965-11.6% | $4,751-44.8% |
| Participant deferral / active EE | $4,188 | $5,548-24.5% | $4,851-13.7% | $6,710-37.6% |
| Admin fee / account holder | $1,095 | $11,591-90.6% | $8,252-86.7% | $11,403-90.4% |