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 | $50,650 | $177,572-71.5% | $154,803-67.3% | $142,382-64.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.82% | 65.07%-45.2pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $26,281 | $4,810+446.3% | $4,305+510.4% | $4,299+511.3% |
| Participant deferral / active EE | $48,223 | $6,272+668.9% | $5,540+770.4% | $6,507+641.1% |
| Admin fee / account holder | $30,148 | $16,786+79.6% | $14,329+110.4% | $12,624+138.8% |