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 | $30,910 | $175,202-82.4% | $149,673-79.3% | $139,434-77.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 41.29% | 166.71%-125.4pp | 134.42%-93.1pp | 372.94%-331.7pp |
| Employer contribution / active EE | $17,775 | $5,474+224.7% | $4,818+269.0% | $4,751+274.1% |
| Participant deferral / active EE | $14,109 | $6,519+116.4% | $5,680+148.4% | $6,710+110.3% |
| Admin fee / account holder | $477 | $16,150-97.0% | $13,210-96.4% | $11,403-95.8% |