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 | $61,266 | $100,773-39.2% | $88,946-31.1% | $142,382-57.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 18.13% | 70.18%-52.0pp | 57.82%-39.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $21,569 | $2,918+639.3% | $2,555+744.2% | $4,299+401.7% |
| Participant deferral / active EE | $24,040 | $5,230+359.6% | $4,581+424.7% | $6,507+269.4% |
| Admin fee / account holder | $4,602 | $9,693-52.5% | $8,261-44.3% | $12,624-63.5% |