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 | $34,361 | $148,534-76.9% | $135,903-74.7% | $139,434-75.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.77% | 79.19%-61.4pp | 68.23%-50.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $7,711 | $5,243+47.1% | $4,856+58.8% | $4,751+62.3% |
| Participant deferral / active EE | $15,188 | $8,100+87.5% | $7,758+95.8% | $6,710+126.3% |
| Admin fee / account holder | $377 | $12,400-97.0% | $10,762-96.5% | $11,403-96.7% |