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 | $67,449 | $214,378-68.5% | $200,582-66.4% | $142,382-52.6% |
| Participation rate | 93.3% | 87.4%+5.9pp | 86.9%+6.4pp | 80.1%+13.2pp |
| Annual return | 16.31% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.8pp |
| Employer contribution / active EE | $8,419 | $6,841+23.1% | $6,419+31.2% | $4,299+95.8% |
| Participant deferral / active EE | $10,165 | $9,865+3.0% | $9,331+8.9% | $6,507+56.2% |
| Admin fee / account holder | $36,357 | $17,692+105.5% | $16,305+123.0% | $12,624+188.0% |