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 | $84,640 | $172,111-50.8% | $150,298-43.7% | $137,256-38.3% |
| Participation rate | 77.3% | 81.7%-4.4pp | 77.8%-0.5pp | 80.0%-2.7pp |
| Annual return | 20.66% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.7pp |
| Employer contribution / active EE | $2,375 | $4,636-48.8% | $4,154-42.8% | $4,156-42.9% |
| Participant deferral / active EE | $4,541 | $6,166-26.3% | $5,453-16.7% | $6,407-29.1% |
| Admin fee / account holder | $1,877 | $16,471-88.6% | $14,116-86.7% | $12,270-84.7% |