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 | $32,464 | $109,982-70.5% | $97,226-66.6% | $145,922-77.8% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 20.23% | 242.90%-222.7pp | 75.13%-54.9pp | 561.29%-541.1pp |
| Employer contribution / active EE | $2,183 | $3,084-29.2% | $2,729-20.0% | $4,660-53.2% |
| Participant deferral / active EE | $4,831 | $4,676+3.3% | $4,264+13.3% | $6,688-27.8% |
| Admin fee / account holder | $6,381 | $6,221+2.6% | $5,654+12.9% | $13,397-52.4% |