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 5-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 | $23,997 | $105,126-77.2% | $94,646-74.6% | $139,434-82.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 36.38% | 38.03%-1.7pp | 156.71%-120.3pp | 372.94%-336.6pp |
| Employer contribution / active EE | $7,440 | $4,106+81.2% | $3,672+102.6% | $4,751+56.6% |
| Participant deferral / active EE | $12,946 | $7,599+70.4% | $7,418+74.5% | $6,710+92.9% |
| Admin fee / account holder | $2,881 | $8,984-67.9% | $7,231-60.2% | $11,403-74.7% |