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 | $42,300 | $177,572-76.2% | $154,803-72.7% | $142,382-70.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.91% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $6,962 | $4,810+44.7% | $4,305+61.7% | $4,299+61.9% |
| Participant deferral / active EE | $9,857 | $6,272+57.2% | $5,540+77.9% | $6,507+51.5% |
| Admin fee / account holder | $3,758 | $16,786-77.6% | $14,329-73.8% | $12,624-70.2% |