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 | $37,369 | $159,901-76.6% | $146,958-74.6% | $145,922-74.4% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 13.65% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $5,705 | $5,286+7.9% | $4,933+15.7% | $4,660+22.4% |
| Participant deferral / active EE | $11,853 | $8,428+40.6% | $8,070+46.9% | $6,688+77.2% |
| Admin fee / account holder | $2,859 | $15,044-81.0% | $12,998-78.0% | $13,397-78.7% |