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 3-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 | $32,871 | $183,519-82.1% | $155,509-78.9% | $145,922-77.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.11% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $11,631 | $5,313+118.9% | $4,672+148.9% | $4,660+149.6% |
| Participant deferral / active EE | $4,500 | $6,462-30.4% | $5,626-20.0% | $6,688-32.7% |
| Admin fee / account holder | $395 | $19,313-98.0% | $15,912-97.5% | $13,397-97.0% |