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 | $40,957 | $183,519-77.7% | $155,509-73.7% | $145,922-71.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.02% | 61.17%-44.1pp | 64.67%-47.7pp | 561.29%-544.3pp |
| Employer contribution / active EE | $23,274 | $5,313+338.1% | $4,672+398.1% | $4,660+399.5% |
| Participant deferral / active EE | $2,805 | $6,462-56.6% | $5,626-50.1% | $6,688-58.1% |
| Admin fee / account holder | $1,450 | $19,313-92.5% | $15,912-90.9% | $13,397-89.2% |