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 | $49,562 | $177,572-72.1% | $154,803-68.0% | $142,382-65.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.86% | 65.07%-44.2pp | 58.88%-38.0pp | 217.08%-196.2pp |
| Employer contribution / active EE | $2,586 | $4,810-46.2% | $4,305-39.9% | $4,299-39.8% |
| Participant deferral / active EE | $6,036 | $6,272-3.8% | $5,540+8.9% | $6,507-7.2% |
| Admin fee / account holder | $31,562 | $16,786+88.0% | $14,329+120.3% | $12,624+150.0% |