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 | $63,591 | $154,228-58.8% | $145,433-56.3% | $137,256-53.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.53% | 74.59%-54.1pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $22,186 | $4,804+361.8% | $4,554+387.1% | $4,156+433.8% |
| Participant deferral / active EE | $13,857 | $8,216+68.7% | $7,897+75.5% | $6,407+116.3% |
| Admin fee / account holder | $1,303 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |