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 | $68,026 | $177,572-61.7% | $154,803-56.1% | $142,382-52.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.82% | 65.07%-51.3pp | 58.88%-45.1pp | 217.08%-203.3pp |
| Employer contribution / active EE | $2,888 | $4,810-40.0% | $4,305-32.9% | $4,299-32.8% |
| Participant deferral / active EE | $4,947 | $6,272-21.1% | $5,540-10.7% | $6,507-24.0% |
| Admin fee / account holder | $20,672 | $16,786+23.2% | $14,329+44.3% | $12,624+63.8% |