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 | $93,430 | $166,020-43.7% | $164,866-43.3% | $145,959-36.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.47% | 100.08%-87.6pp | 69.97%-57.5pp | 561.95%-549.5pp |
| Employer contribution / active EE | $17,938 | $5,275+240.1% | $4,343+313.1% | $4,661+284.9% |
| Participant deferral / active EE | $14,667 | $6,961+110.7% | $6,033+143.1% | $6,689+119.3% |
| Admin fee / account holder | $505 | $16,644-97.0% | $12,689-96.0% | $13,398-96.2% |