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 | $34,553 | $214,378-83.9% | $200,582-82.8% | $142,382-75.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 24.39% | 46.41%-22.0pp | 42.33%-17.9pp | 217.08%-192.7pp |
| Employer contribution / active EE | $4,202 | $6,841-38.6% | $6,419-34.5% | $4,299-2.3% |
| Participant deferral / active EE | $13,523 | $9,865+37.1% | $9,331+44.9% | $6,507+107.8% |
| Admin fee / account holder | $1,109 | $17,692-93.7% | $16,305-93.2% | $12,624-91.2% |