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 | $177,572-52.3% | $154,803-45.3% | $142,382-40.6% |
| Participation rate | 77.3% | 82.1%-4.8pp | 78.1%-0.8pp | 80.1%-2.8pp |
| Annual return | 20.66% | 65.07%-44.4pp | 58.88%-38.2pp | 217.08%-196.4pp |
| Employer contribution / active EE | $2,375 | $4,810-50.6% | $4,305-44.8% | $4,299-44.8% |
| Participant deferral / active EE | $4,541 | $6,272-27.6% | $5,540-18.0% | $6,507-30.2% |
| Admin fee / account holder | $1,877 | $16,786-88.8% | $14,329-86.9% | $12,624-85.1% |