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 | $38,729 | $172,478-77.5% | $145,661-73.4% | $142,382-72.8% |
| Participation rate | 90.9% | 80.1%+10.8pp | 77.2%+13.7pp | 80.1%+10.8pp |
| Annual return | 22.75% | 151.09%-128.3pp | 101.46%-78.7pp | 217.08%-194.3pp |
| Employer contribution / active EE | $4,327 | $4,899-11.7% | $4,238+2.1% | $4,299+0.6% |
| Participant deferral / active EE | $10,243 | $8,348+22.7% | $7,198+42.3% | $6,507+57.4% |
| Admin fee / account holder | $6,745 | $16,864-60.0% | $12,466-45.9% | $12,624-46.6% |