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 | $47,842 | $185,822-74.3% | $169,993-71.9% | $139,434-65.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.88% | 60.50%-42.6pp | 53.37%-35.5pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,969 | $7,590-74.1% | $6,785-71.0% | $4,751-58.6% |
| Participant deferral / active EE | $16,526 | $11,622+42.2% | $10,408+58.8% | $6,710+146.3% |
| Admin fee / account holder | $422 | $15,381-97.3% | $12,815-96.7% | $11,403-96.3% |