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 | $45,184 | $175,202-74.2% | $149,673-69.8% | $139,434-67.6% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 16.54% | 166.71%-150.2pp | 134.42%-117.9pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,351 | $5,474-75.3% | $4,818-72.0% | $4,751-71.6% |
| Participant deferral / active EE | $5,019 | $6,519-23.0% | $5,680-11.6% | $6,710-25.2% |
| Admin fee / account holder | $396 | $16,150-97.5% | $13,210-97.0% | $11,403-96.5% |