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 | $26,826 | $148,534-81.9% | $135,903-80.3% | $139,434-80.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 50.71% | 79.19%-28.5pp | 68.23%-17.5pp | 372.94%-322.2pp |
| Employer contribution / active EE | $18,043 | $5,243+244.1% | $4,856+271.5% | $4,751+279.8% |
| Participant deferral / active EE | $6,676 | $8,100-17.6% | $7,758-13.9% | $6,710-0.5% |
| Admin fee / account holder | $518 | $12,400-95.8% | $10,762-95.2% | $11,403-95.5% |