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 | $6,325 | $92,798-93.2% | $96,707-93.5% | $137,256-95.4% |
| Participation rate | 75.0% | 81.6%-6.6pp | 80.4%-5.4pp | 80.0%-5.0pp |
| Annual return | 19.72% | 31.24%-11.5pp | 34.78%-15.1pp | 220.34%-200.6pp |
| Employer contribution / active EE | $0 | $4,147-100.0% | $4,191-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,605 | $5,877-72.7% | $5,997-73.2% | $6,407-75.0% |
| Admin fee / account holder | $2,172 | $7,946-72.7% | $7,503-71.1% | $12,270-82.3% |