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 | $61,217 | $154,228-60.3% | $145,433-57.9% | $137,256-55.4% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 15.75% | 74.59%-58.8pp | 66.58%-50.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $4,102 | $4,804-14.6% | $4,554-9.9% | $4,156-1.3% |
| Participant deferral / active EE | $6,477 | $8,216-21.2% | $7,897-18.0% | $6,407+1.1% |
| Admin fee / account holder | $976 | $14,344-93.2% | $13,129-92.6% | $12,270-92.0% |