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 | $15,518 | $90,348-82.8% | $75,972-79.6% | $145,922-89.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.62% | 620.88%-611.3pp | 359.55%-349.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,037 | $3,311-8.3% | $2,685+13.1% | $4,660-34.8% |
| Participant deferral / active EE | $6,690 | $5,162+29.6% | $4,255+57.2% | $6,6880% |
| Admin fee / account holder | $517 | $8,467-93.9% | $6,467-92.0% | $13,397-96.1% |