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 | $64,678 | $74,888-13.6% | $71,209-9.2% | $142,382-54.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 18.24% | 345.14%-326.9pp | 282.51%-264.3pp | 217.08%-198.8pp |
| Employer contribution / active EE | $5,658 | $2,854+98.2% | $2,721+108.0% | $4,299+31.6% |
| Participant deferral / active EE | $7,370 | $4,454+65.5% | $4,175+76.5% | $6,507+13.3% |
| Admin fee / account holder | $718 | $5,568-87.1% | $5,349-86.6% | $12,624-94.3% |