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 | $54,709 | $163,101-66.5% | $136,749-60.0% | $142,382-61.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.70% | 27.54%-6.8pp | 24.33%-3.6pp | 217.08%-196.4pp |
| Employer contribution / active EE | $15,158 | $4,117+268.2% | $3,400+345.9% | $4,299+252.6% |
| Participant deferral / active EE | $4,589 | $5,585-17.8% | $4,692-2.2% | $6,507-29.5% |
| Admin fee / account holder | $1,210 | $14,318-91.6% | $11,386-89.4% | $12,624-90.4% |