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 | $78,589 | $179,726-56.3% | $156,263-49.7% | $142,382-44.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 20.47% | 77.86%-57.4pp | 59.47%-39.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $10,525 | $5,069+107.6% | $4,333+142.9% | $4,299+144.8% |
| Participant deferral / active EE | $12,925 | $6,956+85.8% | $6,158+109.9% | $6,507+98.6% |
| Admin fee / account holder | $586 | $17,272-96.6% | $14,255-95.9% | $12,624-95.4% |