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 | $117,567 | $148,534-20.8% | $135,903-13.5% | $139,434-15.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.29% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $1,178 | $5,243-77.5% | $4,856-75.8% | $4,751-75.2% |
| Participant deferral / active EE | $4,977 | $8,100-38.6% | $7,758-35.8% | $6,710-25.8% |
| Admin fee / account holder | $5,000 | $12,400-59.7% | $10,762-53.5% | $11,403-56.1% |