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 | $108,409 | $210,648-48.5% | $177,989-39.1% | $145,922-25.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 15.77% | 385.86%-370.1pp | 294.48%-278.7pp | 561.29%-545.5pp |
| Employer contribution / active EE | $1,800 | $4,565-60.6% | $3,949-54.4% | $4,660-61.4% |
| Participant deferral / active EE | $23,000 | $6,958+230.6% | $6,276+266.5% | $6,688+243.9% |
| Admin fee / account holder | $7,321 | $12,013-39.1% | $10,363-29.4% | $13,397-45.4% |