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 | $35,807 | $148,534-75.9% | $135,903-73.7% | $139,434-74.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.63% | 79.19%-50.6pp | 68.23%-39.6pp | 372.94%-344.3pp |
| Employer contribution / active EE | $7,025 | $5,243+34.0% | $4,856+44.7% | $4,751+47.9% |
| Participant deferral / active EE | $9,924 | $8,100+22.5% | $7,758+27.9% | $6,710+47.9% |
| Admin fee / account holder | $413 | $12,400-96.7% | $10,762-96.2% | $11,403-96.4% |