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 | $37,819 | $111,535-66.1% | $105,223-64.1% | $137,256-72.4% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 25.91% | 237.85%-211.9pp | 180.65%-154.7pp | 220.34%-194.4pp |
| Employer contribution / active EE | $3,376 | $3,939-14.3% | $3,689-8.5% | $4,156-18.8% |
| Participant deferral / active EE | $10,458 | $5,500+90.1% | $5,072+106.2% | $6,407+63.2% |
| Admin fee / account holder | $2,202 | $9,721-77.3% | $8,859-75.1% | $12,270-82.1% |