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 | $64,356 | $179,726-64.2% | $156,263-58.8% | $142,382-54.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.9%-3.9pp | 80.1%-5.1pp |
| Annual return | 18.34% | 77.86%-59.5pp | 59.47%-41.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $4,045 | $5,069-20.2% | $4,333-6.6% | $4,299-5.9% |
| Participant deferral / active EE | $7,244 | $6,956+4.1% | $6,158+17.6% | $6,507+11.3% |
| Admin fee / account holder | $417 | $17,272-97.6% | $14,255-97.1% | $12,624-96.7% |