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 | $73,100 | $159,901-54.3% | $146,958-50.3% | $145,922-49.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.54% | 98.13%-81.6pp | 418.34%-401.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $15,413 | $5,286+191.6% | $4,933+212.5% | $4,660+230.8% |
| Participant deferral / active EE | $13,415 | $8,428+59.2% | $8,070+66.2% | $6,688+100.6% |
| Admin fee / account holder | $359 | $15,044-97.6% | $12,998-97.2% | $13,397-97.3% |