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 | $82,234 | $94,752-13.2% | $112,887-27.2% | $139,434-41.0% |
| Participation rate | 76.9% | 81.3%-4.3pp | 80.5%-3.6pp | 80.3%-3.4pp |
| Annual return | 27.32% | 40.88%-13.6pp | 34.10%-6.8pp | 372.94%-345.6pp |
| Employer contribution / active EE | $7,241 | $4,625+56.6% | $4,563+58.7% | $4,751+52.4% |
| Participant deferral / active EE | $9,489 | $6,512+45.7% | $6,513+45.7% | $6,710+41.4% |
| Admin fee / account holder | $40,773 | $8,527+378.1% | $7,047+478.6% | $11,403+257.6% |