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 | $87,041 | $179,726-51.6% | $156,263-44.3% | $142,382-38.9% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 17.25% | 77.86%-60.6pp | 59.47%-42.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $4,242 | $5,069-16.3% | $4,333-2.1% | $4,299-1.3% |
| Participant deferral / active EE | $7,565 | $6,956+8.8% | $6,158+22.8% | $6,507+16.3% |
| Admin fee / account holder | $485 | $17,272-97.2% | $14,255-96.6% | $12,624-96.2% |