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 | $43,743 | $106,515-58.9% | $96,683-54.8% | $139,434-68.6% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 20.74% | 38.43%-17.7pp | 35.69%-15.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $1,767 | $4,103-56.9% | $3,737-52.7% | $4,751-62.8% |
| Participant deferral / active EE | $7,631 | $5,454+39.9% | $4,878+56.4% | $6,710+13.7% |
| Admin fee / account holder | $4,177 | $7,877-47.0% | $6,730-37.9% | $11,403-63.4% |