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 | $42,834 | $183,519-76.7% | $155,509-72.5% | $145,922-70.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.53% | 61.17%-38.6pp | 64.67%-42.1pp | 561.29%-538.8pp |
| Employer contribution / active EE | $5,583 | $5,313+5.1% | $4,672+19.5% | $4,660+19.8% |
| Participant deferral / active EE | $9,093 | $6,462+40.7% | $5,626+61.6% | $6,688+36.0% |
| Admin fee / account holder | $431 | $19,313-97.8% | $15,912-97.3% | $13,397-96.8% |