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 6-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 | $46,691 | $177,572-73.7% | $154,803-69.8% | $142,382-67.2% |
| Participation rate | 77.8% | 82.1%-4.3pp | 78.1%-0.3pp | 80.1%-2.3pp |
| Annual return | 79.32% | 65.07%+14.2pp | 58.88%+20.4pp | 217.08%-137.8pp |
| Employer contribution / active EE | $3,446 | $4,810-28.4% | $4,305-20.0% | $4,299-19.8% |
| Participant deferral / active EE | $4,303 | $6,272-31.4% | $5,540-22.3% | $6,507-33.9% |
| Admin fee / account holder | $4,181 | $16,786-75.1% | $14,329-70.8% | $12,624-66.9% |