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 | $33,155 | $165,984-80.0% | $164,813-79.9% | $145,922-77.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.07% | 100.03%-81.0pp | 69.93%-50.9pp | 561.29%-542.2pp |
| Employer contribution / active EE | $9,326 | $5,273+76.9% | $4,341+114.8% | $4,660+100.1% |
| Participant deferral / active EE | $2,327 | $6,959-66.6% | $6,031-61.4% | $6,688-65.2% |
| Admin fee / account holder | $337 | $16,648-98.0% | $12,690-97.3% | $13,397-97.5% |