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 | $34,034 | $159,901-78.7% | $146,958-76.8% | $145,922-76.7% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 15.73% | 98.13%-82.4pp | 418.34%-402.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $3,768 | $5,286-28.7% | $4,933-23.6% | $4,660-19.1% |
| Participant deferral / active EE | $7,535 | $8,428-10.6% | $8,070-6.6% | $6,688+12.7% |
| Admin fee / account holder | $1,814 | $15,044-87.9% | $12,998-86.0% | $13,397-86.5% |