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 | $47,118 | $163,101-71.1% | $136,749-65.5% | $142,382-66.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.91% | 27.54%-6.6pp | 24.33%-3.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,660 | $4,117-11.1% | $3,400+7.6% | $4,299-14.9% |
| Participant deferral / active EE | $12,576 | $5,585+125.2% | $4,692+168.0% | $6,507+93.3% |
| Admin fee / account holder | $501 | $14,318-96.5% | $11,386-95.6% | $12,624-96.0% |