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 | $150,187-49.7% | $120,354-37.2% | $145,922-48.2% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 8.93% | 154.07%-145.1pp | 107.15%-98.2pp | 561.29%-552.4pp |
| Employer contribution / active EE | $10,095 | $4,348+132.2% | $3,463+191.5% | $4,660+116.6% |
| Participant deferral / active EE | $12,230 | $6,173+98.1% | $4,991+145.0% | $6,688+82.9% |
| Admin fee / account holder | $1,044 | $12,207-91.4% | $9,423-88.9% | $13,397-92.2% |