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 3-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 | $35,501 | $175,202-79.7% | $149,673-76.3% | $139,434-74.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.94% | 166.71%-147.8pp | 134.42%-115.5pp | 372.94%-354.0pp |
| Employer contribution / active EE | $12,405 | $5,474+126.6% | $4,818+157.5% | $4,751+161.1% |
| Participant deferral / active EE | $9,616 | $6,519+47.5% | $5,680+69.3% | $6,710+43.3% |
| Admin fee / account holder | $1,349 | $16,150-91.7% | $13,210-89.8% | $11,403-88.2% |