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 | $34,256 | $159,602-78.5% | $150,045-77.2% | $142,382-75.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 35.10% | 70.24%-35.1pp | 62.55%-27.4pp | 217.08%-182.0pp |
| Employer contribution / active EE | $3,356 | $4,961-32.4% | $4,693-28.5% | $4,299-21.9% |
| Participant deferral / active EE | $5,653 | $8,310-32.0% | $7,997-29.3% | $6,507-13.1% |
| Admin fee / account holder | $16,834 | $14,846+13.4% | $13,435+25.3% | $12,624+33.4% |