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 | $29,862 | $118,450-74.8% | $98,439-69.7% | $139,434-78.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.11% | 18.94%+2.2pp | 21.16%-0.1pp | 372.94%-351.8pp |
| Employer contribution / active EE | $4,363 | $3,609+20.9% | $3,048+43.1% | $4,751-8.2% |
| Participant deferral / active EE | $13,278 | $5,392+146.3% | $4,738+180.2% | $6,710+97.9% |
| Admin fee / account holder | $4,368 | $14,026-68.9% | $8,948-51.2% | $11,403-61.7% |