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 | $81,638 | $163,101-49.9% | $136,749-40.3% | $142,382-42.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 11.54% | 27.54%-16.0pp | 24.33%-12.8pp | 217.08%-205.5pp |
| Employer contribution / active EE | $7,464 | $4,117+81.3% | $3,400+119.6% | $4,299+73.6% |
| Participant deferral / active EE | $3,847 | $5,585-31.1% | $4,692-18.0% | $6,507-40.9% |
| Admin fee / account holder | $1,301 | $14,318-90.9% | $11,386-88.6% | $12,624-89.7% |