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 | $54,064 | $154,228-64.9% | $145,433-62.8% | $137,256-60.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.20% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,228 | $4,804-74.4% | $4,554-73.0% | $4,156-70.5% |
| Participant deferral / active EE | $13,555 | $8,216+65.0% | $7,897+71.6% | $6,407+111.6% |
| Admin fee / account holder | $406 | $14,344-97.2% | $13,129-96.9% | $12,270-96.7% |