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 | $37,462 | $159,934-76.6% | $147,005-74.5% | $145,959-74.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.56% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $1,855 | $5,287-64.9% | $4,934-62.4% | $4,661-60.2% |
| Participant deferral / active EE | $4,017 | $8,427-52.3% | $8,070-50.2% | $6,689-39.9% |
| Admin fee / account holder | $526 | $15,053-96.5% | $13,006-96.0% | $13,398-96.1% |