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 | $34,582 | $159,901-78.4% | $146,958-76.5% | $145,922-76.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.02% | 98.13%-77.1pp | 418.34%-397.3pp | 561.29%-540.3pp |
| Employer contribution / active EE | $5,451 | $5,286+3.1% | $4,933+10.5% | $4,660+17.0% |
| Participant deferral / active EE | $9,791 | $8,428+16.2% | $8,070+21.3% | $6,688+46.4% |
| Admin fee / account holder | $6,467 | $15,044-57.0% | $12,998-50.2% | $13,397-51.7% |