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 | $18,720 | $114,381-83.6% | $107,525-82.6% | $142,382-86.9% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.1%-5.1pp | 80.1%-10.1pp |
| Annual return | 14.34% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.7pp |
| Employer contribution / active EE | $2,071 | $4,015-48.4% | $3,754-44.8% | $4,299-51.8% |
| Participant deferral / active EE | $2,893 | $5,564-48.0% | $5,116-43.5% | $6,507-55.5% |
| Admin fee / account holder | $6,805 | $9,860-31.0% | $8,919-23.7% | $12,624-46.1% |