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 | $67,790 | $185,822-63.5% | $169,993-60.1% | $139,434-51.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.61% | 60.50%-34.9pp | 53.37%-27.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $8,851 | $7,590+16.6% | $6,785+30.5% | $4,751+86.3% |
| Participant deferral / active EE | $23,859 | $11,622+105.3% | $10,408+129.2% | $6,710+255.6% |
| Admin fee / account holder | $6,285 | $15,381-59.1% | $12,815-51.0% | $11,403-44.9% |