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 | $51,648 | $185,822-72.2% | $169,993-69.6% | $139,434-63.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 524.81% | 60.50%+464.3pp | 53.37%+471.4pp | 372.94%+151.9pp |
| Employer contribution / active EE | $2,360 | $7,590-68.9% | $6,785-65.2% | $4,751-50.3% |
| Participant deferral / active EE | $11,796 | $11,622+1.5% | $10,408+13.3% | $6,710+75.8% |
| Admin fee / account holder | $351 | $15,381-97.7% | $12,815-97.3% | $11,403-96.9% |