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 | $30,408 | $124,425-75.6% | $112,040-72.9% | $137,256-77.8% |
| Participation rate | 77.3% | 79.3%-2.0pp | 76.5%+0.8pp | 80.0%-2.7pp |
| Annual return | 17.46% | 24.72%-7.3pp | 24.52%-7.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $1,197 | $3,411-64.9% | $2,954-59.5% | $4,156-71.2% |
| Participant deferral / active EE | $4,693 | $5,718-17.9% | $5,098-7.9% | $6,407-26.8% |
| Admin fee / account holder | $915 | $15,207-94.0% | $12,098-92.4% | $12,270-92.5% |