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 | $43,459 | $154,228-71.8% | $145,433-70.1% | $137,256-68.3% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 20.29% | 74.59%-54.3pp | 66.58%-46.3pp | 220.34%-200.1pp |
| Employer contribution / active EE | $5,185 | $4,804+7.9% | $4,554+13.8% | $4,156+24.7% |
| Participant deferral / active EE | $10,463 | $8,216+27.3% | $7,897+32.5% | $6,407+63.3% |
| Admin fee / account holder | $3,750 | $14,344-73.9% | $13,129-71.4% | $12,270-69.4% |