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 | $23,828 | $177,572-86.6% | $154,803-84.6% | $142,382-83.3% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 22.82% | 65.07%-42.3pp | 58.88%-36.1pp | 217.08%-194.3pp |
| Employer contribution / active EE | $1,720 | $4,810-64.3% | $4,305-60.1% | $4,299-60.0% |
| Participant deferral / active EE | $5,069 | $6,272-19.2% | $5,540-8.5% | $6,507-22.1% |
| Admin fee / account holder | $377 | $16,786-97.8% | $14,329-97.4% | $12,624-97.0% |