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 | $165,584-76.6% | $142,942-72.9% | $137,256-71.8% |
| Participation rate | 90.9% | 80.1%+10.8pp | 76.8%+14.1pp | 80.0%+10.9pp |
| Annual return | 22.75% | 164.22%-141.5pp | 113.70%-90.9pp | 220.34%-197.6pp |
| Employer contribution / active EE | $4,327 | $4,725-8.4% | $4,139+4.5% | $4,156+4.1% |
| Participant deferral / active EE | $10,243 | $8,194+25.0% | $7,128+43.7% | $6,407+59.9% |
| Admin fee / account holder | $6,745 | $16,167-58.3% | $12,475-45.9% | $12,270-45.0% |