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 6-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 | $35,222 | $214,378-83.6% | $200,582-82.4% | $142,382-75.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 15.27% | 46.41%-31.1pp | 42.33%-27.1pp | 217.08%-201.8pp |
| Employer contribution / active EE | $2,908 | $6,841-57.5% | $6,419-54.7% | $4,299-32.4% |
| Participant deferral / active EE | $3,705 | $9,865-62.4% | $9,331-60.3% | $6,507-43.1% |
| Admin fee / account holder | $6,718 | $17,692-62.0% | $16,305-58.8% | $12,624-46.8% |