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 | $36,069 | $159,602-77.4% | $150,045-76.0% | $142,382-74.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.15% | 70.24%-49.1pp | 62.55%-41.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $3,053 | $4,961-38.5% | $4,693-34.9% | $4,299-29.0% |
| Participant deferral / active EE | $9,137 | $8,310+10.0% | $7,997+14.3% | $6,507+40.4% |
| Admin fee / account holder | $8,556 | $14,846-42.4% | $13,435-36.3% | $12,624-32.2% |