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 | $62,367 | $202,432-69.2% | $169,368-63.2% | $139,434-55.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.56% | 531.74%-510.2pp | 405.60%-384.0pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,077 | $4,692-55.7% | $4,013-48.2% | $4,751-56.3% |
| Participant deferral / active EE | $18,000 | $6,938+159.4% | $6,221+189.3% | $6,710+168.2% |
| Admin fee / account holder | $339 | $10,708-96.8% | $9,003-96.2% | $11,403-97.0% |