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 | $66,441 | $154,228-56.9% | $145,433-54.3% | $137,256-51.6% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.01% | 74.59%-55.6pp | 66.58%-47.6pp | 220.34%-201.3pp |
| Employer contribution / active EE | $7,731 | $4,804+60.9% | $4,554+69.7% | $4,156+86.0% |
| Participant deferral / active EE | $19,215 | $8,216+133.9% | $7,897+143.3% | $6,407+199.9% |
| Admin fee / account holder | $346 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |