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 | $83,598 | $177,572-52.9% | $154,803-46.0% | $142,382-41.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.13% | 65.07%-44.9pp | 58.88%-38.8pp | 217.08%-196.9pp |
| Employer contribution / active EE | $9,312 | $4,810+93.6% | $4,305+116.3% | $4,299+116.6% |
| Participant deferral / active EE | $3,221 | $6,272-48.6% | $5,540-41.9% | $6,507-50.5% |
| Admin fee / account holder | $4,204 | $16,786-75.0% | $14,329-70.7% | $12,624-66.7% |