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 | $64,081 | $175,202-63.4% | $149,673-57.2% | $139,434-54.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.03% | 166.71%-147.7pp | 134.42%-115.4pp | 372.94%-353.9pp |
| Employer contribution / active EE | $8,145 | $5,474+48.8% | $4,818+69.1% | $4,751+71.5% |
| Participant deferral / active EE | $9,463 | $6,519+45.2% | $5,680+66.6% | $6,710+41.0% |
| Admin fee / account holder | $468 | $16,150-97.1% | $13,210-96.5% | $11,403-95.9% |