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 | $55,915 | $104,974-46.7% | $95,585-41.5% | $142,382-60.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 44.87% | 210.33%-165.5pp | 38.56%+6.3pp | 217.08%-172.2pp |
| Employer contribution / active EE | $4,534 | $2,779+63.2% | $2,527+79.5% | $4,299+5.5% |
| Participant deferral / active EE | $6,200 | $4,352+42.5% | $4,023+54.1% | $6,507-4.7% |
| Admin fee / account holder | $375 | $6,386-94.1% | $6,127-93.9% | $12,624-97.0% |