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 | $90,506 | $167,484-46.0% | $151,611-40.3% | $134,475-32.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 123.04% | 7.80%+115.2pp | 3.33%+119.7pp | 417.96%-294.9pp |
| Employer contribution / active EE | $26,969 | $6,829+294.9% | $6,166+337.4% | $4,740+469.0% |
| Participant deferral / active EE | $20,073 | $8,986+123.4% | $8,363+140.0% | $6,400+213.7% |
| Admin fee / account holder | $967 | $13,783-93.0% | $11,616-91.7% | $11,426-91.5% |