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 | $42,939 | $159,901-73.1% | $146,958-70.8% | $145,922-70.6% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.36% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $4,402 | $5,286-16.7% | $4,933-10.8% | $4,660-5.5% |
| Participant deferral / active EE | $11,122 | $8,428+32.0% | $8,070+37.8% | $6,688+66.3% |
| Admin fee / account holder | $1,566 | $15,044-89.6% | $12,998-88.0% | $13,397-88.3% |