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 | $81,248 | $175,202-53.6% | $149,673-45.7% | $139,434-41.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 52.48% | 166.71%-114.2pp | 134.42%-81.9pp | 372.94%-320.5pp |
| Employer contribution / active EE | $30,778 | $5,474+462.2% | $4,818+538.8% | $4,751+547.8% |
| Participant deferral / active EE | $15,668 | $6,519+140.4% | $5,680+175.9% | $6,710+133.5% |
| Admin fee / account holder | $1,053 | $16,150-93.5% | $13,210-92.0% | $11,403-90.8% |