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 | $71,691 | $177,572-59.6% | $154,803-53.7% | $142,382-49.6% |
| Participation rate | 72.2% | 82.1%-9.8pp | 78.1%-5.8pp | 80.1%-7.9pp |
| Annual return | 14.99% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,904 | $4,810-60.4% | $4,305-55.8% | $4,299-55.7% |
| Participant deferral / active EE | $4,827 | $6,272-23.0% | $5,540-12.9% | $6,507-25.8% |
| Admin fee / account holder | $805 | $16,786-95.2% | $14,329-94.4% | $12,624-93.6% |