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 | $41,015 | $124,425-67.0% | $112,040-63.4% | $137,256-70.1% |
| Participation rate | 80.0% | 79.3%+0.7pp | 76.5%+3.5pp | 80.0%0pp |
| Annual return | 14.95% | 24.72%-9.8pp | 24.52%-9.6pp | 220.34%-205.4pp |
| Employer contribution / active EE | $2,259 | $3,411-33.8% | $2,954-23.5% | $4,156-45.7% |
| Participant deferral / active EE | $2,333 | $5,718-59.2% | $5,098-54.2% | $6,407-63.6% |
| Admin fee / account holder | $6,445 | $15,207-57.6% | $12,098-46.7% | $12,270-47.5% |