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 6-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 | $72,040 | $159,901-54.9% | $146,958-51.0% | $145,922-50.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.89% | 98.13%-81.2pp | 418.34%-401.4pp | 561.29%-544.4pp |
| Employer contribution / active EE | $15,617 | $5,286+195.4% | $4,933+216.6% | $4,660+235.2% |
| Participant deferral / active EE | $11,786 | $8,428+39.8% | $8,070+46.1% | $6,688+76.2% |
| Admin fee / account holder | $422 | $15,044-97.2% | $12,998-96.8% | $13,397-96.8% |