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 | $51,957 | $114,381-54.6% | $107,525-51.7% | $142,382-63.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 23.68% | 242.71%-219.0pp | 181.32%-157.6pp | 217.08%-193.4pp |
| Employer contribution / active EE | $21,311 | $4,015+430.8% | $3,754+467.8% | $4,299+395.7% |
| Participant deferral / active EE | $5,809 | $5,564+4.4% | $5,116+13.6% | $6,507-10.7% |
| Admin fee / account holder | $701 | $9,860-92.9% | $8,919-92.1% | $12,624-94.4% |