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 | $73,775 | $183,592-59.8% | $155,567-52.6% | $145,959-49.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 21.54% | 61.24%-39.7pp | 64.74%-43.2pp | 561.95%-540.4pp |
| Employer contribution / active EE | $16,915 | $5,315+218.3% | $4,674+261.9% | $4,661+262.9% |
| Participant deferral / active EE | $12,708 | $6,464+96.6% | $5,628+125.8% | $6,689+90.0% |
| Admin fee / account holder | $18,957 | $19,318-1.9% | $15,916+19.1% | $13,398+41.5% |