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 3-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 | $35,506 | $158,398-77.6% | $126,539-71.9% | $142,382-75.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 21.30% | 593.76%-572.5pp | 425.95%-404.6pp | 217.08%-195.8pp |
| Employer contribution / active EE | $2,247 | $4,650-51.7% | $3,674-38.9% | $4,299-47.7% |
| Participant deferral / active EE | $13,014 | $4,767+173.0% | $4,083+218.8% | $6,507+100.0% |
| Admin fee / account holder | $2,506 | $6,918-63.8% | $6,065-58.7% | $12,624-80.1% |