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 | $66,589 | $159,602-58.3% | $150,045-55.6% | $142,382-53.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.65% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $2,210 | $4,961-55.5% | $4,693-52.9% | $4,299-48.6% |
| Participant deferral / active EE | $12,384 | $8,310+49.0% | $7,997+54.9% | $6,507+90.3% |
| Admin fee / account holder | $703 | $14,846-95.3% | $13,435-94.8% | $12,624-94.4% |