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 | $21,602 | $154,228-86.0% | $145,433-85.1% | $137,256-84.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 38.03% | 74.59%-36.6pp | 66.58%-28.5pp | 220.34%-182.3pp |
| Employer contribution / active EE | $3,097 | $4,804-35.5% | $4,554-32.0% | $4,156-25.5% |
| Participant deferral / active EE | $16,420 | $8,216+99.8% | $7,897+107.9% | $6,407+156.3% |
| Admin fee / account holder | $968 | $14,344-93.3% | $13,129-92.6% | $12,270-92.1% |