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 | $39,939 | $177,572-77.5% | $154,803-74.2% | $142,382-71.9% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 18.85% | 65.07%-46.2pp | 58.88%-40.0pp | 217.08%-198.2pp |
| Employer contribution / active EE | $2,321 | $4,810-51.8% | $4,305-46.1% | $4,299-46.0% |
| Participant deferral / active EE | $7,861 | $6,272+25.3% | $5,540+41.9% | $6,507+20.8% |
| Admin fee / account holder | $3,889 | $16,786-76.8% | $14,329-72.9% | $12,624-69.2% |