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 5-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 | $26,616 | $148,534-82.1% | $135,903-80.4% | $139,434-80.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.00% | 79.19%-65.2pp | 68.23%-54.2pp | 372.94%-358.9pp |
| Employer contribution / active EE | $24,541 | $5,243+368.1% | $4,856+405.4% | $4,751+416.6% |
| Participant deferral / active EE | $12,147 | $8,100+50.0% | $7,758+56.6% | $6,710+81.0% |
| Admin fee / account holder | $22,548 | $12,400+81.8% | $10,762+109.5% | $11,403+97.7% |