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 | $110,236 | $214,378-48.6% | $200,582-45.0% | $142,382-22.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.12% | 46.41%-34.3pp | 42.33%-30.2pp | 217.08%-205.0pp |
| Employer contribution / active EE | $28,276 | $6,841+313.3% | $6,419+340.5% | $4,299+557.7% |
| Participant deferral / active EE | $19,221 | $9,865+94.8% | $9,331+106.0% | $6,507+195.4% |
| Admin fee / account holder | $402 | $17,692-97.7% | $16,305-97.5% | $12,624-96.8% |