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 | $135,437 | $177,572-23.7% | $154,803-12.5% | $142,382-4.9% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.1%-7.5pp | 80.1%-9.5pp |
| Annual return | 15.98% | 65.07%-49.1pp | 58.88%-42.9pp | 217.08%-201.1pp |
| Employer contribution / active EE | $3,312 | $4,810-31.2% | $4,305-23.1% | $4,299-23.0% |
| Participant deferral / active EE | $7,415 | $6,272+18.2% | $5,540+33.8% | $6,507+13.9% |
| Admin fee / account holder | $3,636 | $16,786-78.3% | $14,329-74.6% | $12,624-71.2% |