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 | $33,751 | $159,602-78.9% | $150,045-77.5% | $142,382-76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.72% | 70.24%-50.5pp | 62.55%-42.8pp | 217.08%-197.4pp |
| Employer contribution / active EE | $1,888 | $4,961-61.9% | $4,693-59.8% | $4,299-56.1% |
| Participant deferral / active EE | $2,733 | $8,310-67.1% | $7,997-65.8% | $6,507-58.0% |
| Admin fee / account holder | $812 | $14,846-94.5% | $13,435-94.0% | $12,624-93.6% |