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 | $101,685 | $148,534-31.5% | $135,903-25.2% | $139,434-27.1% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 44.49% | 79.19%-34.7pp | 68.23%-23.7pp | 372.94%-328.4pp |
| Employer contribution / active EE | $2,944 | $5,243-43.9% | $4,856-39.4% | $4,751-38.0% |
| Participant deferral / active EE | $6,480 | $8,100-20.0% | $7,758-16.5% | $6,710-3.4% |
| Admin fee / account holder | $3,618 | $12,400-70.8% | $10,762-66.4% | $11,403-68.3% |