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 | $112,588 | $175,202-35.7% | $149,673-24.8% | $139,434-19.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.19% | 166.71%-148.5pp | 134.42%-116.2pp | 372.94%-354.8pp |
| Employer contribution / active EE | $34,153 | $5,474+523.9% | $4,818+608.9% | $4,751+618.9% |
| Participant deferral / active EE | $18,000 | $6,519+176.1% | $5,680+216.9% | $6,710+168.2% |
| Admin fee / account holder | $1,165 | $16,150-92.8% | $13,210-91.2% | $11,403-89.8% |