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 | $63,064 | $183,519-65.6% | $155,509-59.4% | $145,922-56.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.01% | 61.17%-43.2pp | 64.67%-46.7pp | 561.29%-543.3pp |
| Employer contribution / active EE | $13,812 | $5,313+160.0% | $4,672+195.6% | $4,660+196.4% |
| Participant deferral / active EE | $7,639 | $6,462+18.2% | $5,626+35.8% | $6,688+14.2% |
| Admin fee / account holder | $336 | $19,313-98.3% | $15,912-97.9% | $13,397-97.5% |