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 3-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 | $62,214 | $210,648-70.5% | $177,989-65.0% | $145,922-57.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.19% | 385.86%-369.7pp | 294.48%-278.3pp | 561.29%-545.1pp |
| Employer contribution / active EE | $1,706 | $4,565-62.6% | $3,949-56.8% | $4,660-63.4% |
| Participant deferral / active EE | $28,625 | $6,958+311.4% | $6,276+356.1% | $6,688+328.0% |
| Admin fee / account holder | $348 | $12,013-97.1% | $10,363-96.6% | $13,397-97.4% |