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 | $33,284 | $85,022-60.9% | $70,515-52.8% | $139,434-76.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 32.25% | 30.38%+1.9pp | 32.77%-0.5pp | 372.94%-340.7pp |
| Employer contribution / active EE | $3,141 | $3,909-19.6% | $2,973+5.6% | $4,751-33.9% |
| Participant deferral / active EE | $10,523 | $5,890+78.7% | $4,567+130.4% | $6,710+56.8% |
| Admin fee / account holder | $458 | $8,906-94.9% | $6,412-92.9% | $11,403-96.0% |