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 | $99,961 | $117,983-15.3% | $101,794-1.8% | $142,382-29.8% |
| Participation rate | 70.0% | 74.2%-4.2pp | 69.2%+0.8pp | 80.1%-10.1pp |
| Annual return | 43.86% | 36.92%+6.9pp | 30.53%+13.3pp | 217.08%-173.2pp |
| Employer contribution / active EE | $1,703 | $2,773-38.6% | $2,289-25.6% | $4,299-60.4% |
| Participant deferral / active EE | $3,667 | $4,714-22.2% | $4,084-10.2% | $6,507-43.6% |
| Admin fee / account holder | $844 | $10,433-91.9% | $8,777-90.4% | $12,624-93.3% |