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 | $34,488 | $177,572-80.6% | $154,803-77.7% | $142,382-75.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.32% | 65.07%-44.8pp | 58.88%-38.6pp | 217.08%-196.8pp |
| Employer contribution / active EE | $14,563 | $4,810+202.7% | $4,305+238.2% | $4,299+238.7% |
| Participant deferral / active EE | $24,313 | $6,272+287.7% | $5,540+338.8% | $6,507+273.6% |
| Admin fee / account holder | $2,642 | $16,786-84.3% | $14,329-81.6% | $12,624-79.1% |