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 | $71,143 | $177,572-59.9% | $154,803-54.0% | $142,382-50.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.33% | 65.07%-42.7pp | 58.88%-36.6pp | 217.08%-194.7pp |
| Employer contribution / active EE | $20,888 | $4,810+334.2% | $4,305+385.1% | $4,299+385.9% |
| Participant deferral / active EE | $11,554 | $6,272+84.2% | $5,540+108.5% | $6,507+77.6% |
| Admin fee / account holder | $1,767 | $16,786-89.5% | $14,329-87.7% | $12,624-86.0% |