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 | $41,571 | $159,934-74.0% | $147,005-71.7% | $145,959-71.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.33% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $6,317 | $5,287+19.5% | $4,934+28.0% | $4,661+35.5% |
| Participant deferral / active EE | $12,818 | $8,427+52.1% | $8,070+58.8% | $6,689+91.6% |
| Admin fee / account holder | $5,732 | $15,053-61.9% | $13,006-55.9% | $13,398-57.2% |