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 | $35,802 | $133,922-73.3% | $116,228-69.2% | $142,382-74.9% |
| Participation rate | 86.4% | 77.9%+8.5pp | 74.6%+11.8pp | 80.1%+6.2pp |
| Annual return | 19.87% | 147.76%-127.9pp | 90.06%-70.2pp | 217.08%-197.2pp |
| Employer contribution / active EE | $3,244 | $3,446-5.9% | $2,994+8.3% | $4,299-24.6% |
| Participant deferral / active EE | $6,440 | $5,672+13.5% | $4,953+30.0% | $6,507-1.0% |
| Admin fee / account holder | $377 | $14,945-97.5% | $11,989-96.9% | $12,624-97.0% |