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 | $52,534 | $154,228-65.9% | $145,433-63.9% | $137,256-61.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 36.51% | 74.59%-38.1pp | 66.58%-30.1pp | 220.34%-183.8pp |
| Employer contribution / active EE | $2,522 | $4,804-47.5% | $4,554-44.6% | $4,156-39.3% |
| Participant deferral / active EE | $12,754 | $8,216+55.2% | $7,897+61.5% | $6,407+99.1% |
| Admin fee / account holder | $7,098 | $14,344-50.5% | $13,129-45.9% | $12,270-42.2% |