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 | $121,754 | $51,638+135.8% | $68,368+78.1% | $82,448+47.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.49% | 37.53%-17.0pp | 292.57%-272.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $16,128 | $2,047+688.1% | $2,649+508.9% | $2,551+532.2% |
| Participant deferral / active EE | $16,594 | $2,914+469.6% | $4,123+302.5% | $4,139+300.9% |
| Admin fee / account holder | $13,915 | $4,643+199.7% | $5,150+170.2% | $7,234+92.3% |