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 | $34,261 | $148,534-76.9% | $135,903-74.8% | $139,434-75.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.52% | 79.19%-64.7pp | 68.23%-53.7pp | 372.94%-358.4pp |
| Employer contribution / active EE | $1,904 | $5,243-63.7% | $4,856-60.8% | $4,751-59.9% |
| Participant deferral / active EE | $6,622 | $8,100-18.3% | $7,758-14.6% | $6,710-1.3% |
| Admin fee / account holder | $18,292 | $12,400+47.5% | $10,762+70.0% | $11,403+60.4% |