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 | $75,530 | $150,197-49.7% | $120,368-37.3% | $145,959-48.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.93% | 154.26%-145.3pp | 107.26%-98.3pp | 561.95%-553.0pp |
| Employer contribution / active EE | $10,095 | $4,350+132.0% | $3,465+191.4% | $4,661+116.6% |
| Participant deferral / active EE | $12,230 | $6,174+98.1% | $4,991+145.0% | $6,689+82.8% |
| Admin fee / account holder | $1,044 | $12,216-91.5% | $9,429-88.9% | $13,398-92.2% |