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 | $34,376 | $161,352-78.7% | $134,172-74.4% | $137,256-75.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 19.36% | 28.72%-9.4pp | 25.30%-5.9pp | 220.34%-201.0pp |
| Employer contribution / active EE | $2,877 | $4,099-29.8% | $3,420-15.9% | $4,156-30.8% |
| Participant deferral / active EE | $10,454 | $5,552+88.3% | $4,690+122.9% | $6,407+63.2% |
| Admin fee / account holder | $754 | $15,028-95.0% | $12,016-93.7% | $12,270-93.9% |