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 | $79,773 | $148,534-46.3% | $135,903-41.3% | $139,434-42.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 40.09% | 79.19%-39.1pp | 68.23%-28.1pp | 372.94%-332.9pp |
| Employer contribution / active EE | $19,797 | $5,243+277.6% | $4,856+307.7% | $4,751+316.7% |
| Participant deferral / active EE | $17,867 | $8,100+120.6% | $7,758+130.3% | $6,710+166.3% |
| Admin fee / account holder | $484 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |