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 | $13,777 | $108,919-87.4% | $100,391-86.3% | $145,922-90.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 21.15% | 57.88%-36.7pp | 49.20%-28.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $9,008 | $4,419+103.8% | $3,942+128.5% | $4,660+93.3% |
| Participant deferral / active EE | $13,692 | $8,445+62.1% | $8,082+69.4% | $6,688+104.7% |
| Admin fee / account holder | $3,591 | $9,689-62.9% | $7,899-54.5% | $13,397-73.2% |