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 | $23,849 | $105,126-77.3% | $94,646-74.8% | $139,434-82.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 45.15% | 38.03%+7.1pp | 156.71%-111.6pp | 372.94%-327.8pp |
| Employer contribution / active EE | $7,519 | $4,106+83.1% | $3,672+104.8% | $4,751+58.3% |
| Participant deferral / active EE | $15,957 | $7,599+110.0% | $7,418+115.1% | $6,710+137.8% |
| Admin fee / account holder | $3,423 | $8,984-61.9% | $7,231-52.7% | $11,403-70.0% |