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 | $30,447 | $185,822-83.6% | $169,993-82.1% | $139,434-78.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.57% | 60.50%-38.9pp | 53.37%-31.8pp | 372.94%-351.4pp |
| Employer contribution / active EE | $4,423 | $7,590-41.7% | $6,785-34.8% | $4,751-6.9% |
| Participant deferral / active EE | $11,417 | $11,622-1.8% | $10,408+9.7% | $6,710+70.1% |
| Admin fee / account holder | $12,420 | $15,381-19.2% | $12,815-3.1% | $11,403+8.9% |