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 | $97,263 | $102,317-4.9% | $146,958-33.8% | $80,856+20.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 12.35% | 134.76%-122.4pp | 418.34%-406.0pp | 35.59%-23.2pp |
| Employer contribution / active EE | $6,666 | $3,713+79.5% | $4,933+35.1% | $2,755+142.0% |
| Participant deferral / active EE | $12,190 | $6,644+83.5% | $8,070+51.1% | $4,296+183.8% |
| Admin fee / account holder | $18,036 | $7,941+127.1% | $12,998+38.8% | $6,918+160.7% |