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 | $34,412 | $158,398-78.3% | $126,539-72.8% | $142,382-75.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 16.76% | 593.76%-577.0pp | 425.95%-409.2pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,526 | $4,650-24.2% | $3,674-4.0% | $4,299-18.0% |
| Participant deferral / active EE | $5,577 | $4,767+17.0% | $4,083+36.6% | $6,507-14.3% |
| Admin fee / account holder | $1,675 | $6,918-75.8% | $6,065-72.4% | $12,624-86.7% |