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 | $67,443 | $71,829-6.1% | $69,780-3.4% | $142,382-52.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.3%+20.7pp | 80.1%+19.9pp |
| Annual return | 48.18% | 31.01%+17.2pp | 26.31%+21.9pp | 217.08%-168.9pp |
| Employer contribution / active EE | $5,489 | $4,385+25.2% | $4,168+31.7% | $4,299+27.7% |
| Participant deferral / active EE | $18,362 | $6,819+169.3% | $6,164+197.9% | $6,507+182.2% |
| Admin fee / account holder | $13,695 | $7,818+75.2% | $7,285+88.0% | $12,624+8.5% |