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 | $45,822 | $183,519-75.0% | $155,509-70.5% | $145,922-68.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.14% | 61.17%-44.0pp | 64.67%-47.5pp | 561.29%-544.1pp |
| Employer contribution / active EE | $9,866 | $5,313+85.7% | $4,672+111.1% | $4,660+111.7% |
| Participant deferral / active EE | $8,004 | $6,462+23.9% | $5,626+42.3% | $6,688+19.7% |
| Admin fee / account holder | $1,704 | $19,313-91.2% | $15,912-89.3% | $13,397-87.3% |