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 | $107,978 | $183,592-41.2% | $155,567-30.6% | $145,959-26.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.51% | 61.24%-48.7pp | 64.74%-52.2pp | 561.95%-549.4pp |
| Employer contribution / active EE | $14,839 | $5,315+179.2% | $4,674+217.5% | $4,661+218.4% |
| Participant deferral / active EE | $5,750 | $6,464-11.0% | $5,628+2.2% | $6,689-14.0% |
| Admin fee / account holder | $9,402 | $19,318-51.3% | $15,916-40.9% | $13,398-29.8% |