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 | $57,565 | $183,519-68.6% | $155,509-63.0% | $145,922-60.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.94% | 61.17%-46.2pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $14,028 | $5,313+164.1% | $4,672+200.2% | $4,660+201.1% |
| Participant deferral / active EE | $5,941 | $6,462-8.1% | $5,626+5.6% | $6,688-11.2% |
| Admin fee / account holder | $409 | $19,313-97.9% | $15,912-97.4% | $13,397-96.9% |