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 | $36,113 | $185,822-80.6% | $169,993-78.8% | $139,434-74.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 29.61% | 60.50%-30.9pp | 53.37%-23.8pp | 372.94%-343.3pp |
| Employer contribution / active EE | $8,802 | $7,590+16.0% | $6,785+29.7% | $4,751+85.3% |
| Participant deferral / active EE | $10,202 | $11,622-12.2% | $10,408-2.0% | $6,710+52.0% |
| Admin fee / account holder | $761 | $15,381-95.1% | $12,815-94.1% | $11,403-93.3% |