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 | $50,012 | $138,347-63.9% | $184,203-72.8% | $80,856-38.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 26.09% | 20.02%+6.1pp | 28.81%-2.7pp | 35.59%-9.5pp |
| Employer contribution / active EE | $7,992 | $4,850+64.8% | $6,427+24.3% | $2,755+190.1% |
| Participant deferral / active EE | $16,163 | $7,071+128.6% | $9,131+77.0% | $4,296+276.3% |
| Admin fee / account holder | $395 | $10,483-96.2% | $13,901-97.2% | $6,918-94.3% |