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 | $34,038 | $159,602-78.7% | $150,045-77.3% | $142,382-76.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 37.47% | 70.24%-32.8pp | 62.55%-25.1pp | 217.08%-179.6pp |
| Employer contribution / active EE | $3,399 | $4,961-31.5% | $4,693-27.6% | $4,299-20.9% |
| Participant deferral / active EE | $9,113 | $8,310+9.7% | $7,997+14.0% | $6,507+40.0% |
| Admin fee / account holder | $1,351 | $14,846-90.9% | $13,435-89.9% | $12,624-89.3% |