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 | $54,219 | $154,228-64.8% | $145,433-62.7% | $137,256-60.5% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 80.0%-10.0pp |
| Annual return | 16.98% | 74.59%-57.6pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,586 | $4,804-46.2% | $4,554-43.2% | $4,156-37.8% |
| Participant deferral / active EE | $7,685 | $8,216-6.5% | $7,897-2.7% | $6,407+20.0% |
| Admin fee / account holder | $17,975 | $14,344+25.3% | $13,129+36.9% | $12,270+46.5% |