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 | $71,050 | $172,478-58.8% | $145,661-51.2% | $142,382-50.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 23.52% | 151.09%-127.6pp | 101.46%-77.9pp | 217.08%-193.6pp |
| Employer contribution / active EE | $4,746 | $4,899-3.1% | $4,238+12.0% | $4,299+10.4% |
| Participant deferral / active EE | $15,296 | $8,348+83.2% | $7,198+112.5% | $6,507+135.1% |
| Admin fee / account holder | $315 | $16,864-98.1% | $12,466-97.5% | $12,624-97.5% |