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 | $123,371 | $161,701-23.7% | - | $142,382-13.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | - | 80.1%+19.9pp |
| Annual return | 19.73% | 549.36%-529.6pp | - | 217.08%-197.3pp |
| Employer contribution / active EE | $2,276 | $4,438-48.7% | - | $4,299-47.1% |
| Participant deferral / active EE | $11,332 | $5,394+110.1% | - | $6,507+74.2% |
| Admin fee / account holder | $1,456 | $9,598-84.8% | - | $12,624-88.5% |