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 | $77,271 | $154,117-49.9% | $129,995-40.6% | $139,434-44.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 146.26% | 32.48%+113.8pp | -137.18%+283.4pp | 372.94%-226.7pp |
| Employer contribution / active EE | $25,878 | $5,289+389.3% | $4,320+499.1% | $4,751+444.7% |
| Participant deferral / active EE | $13,725 | $6,710+104.5% | $5,820+135.8% | $6,710+104.5% |
| Admin fee / account holder | $2,288 | $14,007-83.7% | $10,614-78.4% | $11,403-79.9% |