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 | $34,225 | $185,822-81.6% | $169,993-79.9% | $139,434-75.5% |
| Participation rate | 80.0% | 87.8%-7.8pp | 87.0%-7.0pp | 80.3%-0.3pp |
| Annual return | 34.57% | 60.50%-25.9pp | 53.37%-18.8pp | 372.94%-338.4pp |
| Employer contribution / active EE | $12,788 | $7,590+68.5% | $6,785+88.5% | $4,751+169.2% |
| Participant deferral / active EE | $4,078 | $11,622-64.9% | $10,408-60.8% | $6,710-39.2% |
| Admin fee / account holder | $6,307 | $15,381-59.0% | $12,815-50.8% | $11,403-44.7% |