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 | $67,410 | $154,228-56.3% | $145,433-53.6% | $137,256-50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.52% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,125 | $4,804-55.8% | $4,554-53.4% | $4,156-48.9% |
| Participant deferral / active EE | $11,037 | $8,216+34.3% | $7,897+39.8% | $6,407+72.3% |
| Admin fee / account holder | $1,368 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |