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 | $68,158 | $154,228-55.8% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.25% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,355 | $4,804+32.3% | $4,554+39.5% | $4,156+52.9% |
| Participant deferral / active EE | $16,039 | $8,216+95.2% | $7,897+103.1% | $6,407+150.3% |
| Admin fee / account holder | $996 | $14,344-93.1% | $13,129-92.4% | $12,270-91.9% |