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 | $67,229 | $185,822-63.8% | $169,993-60.5% | $139,434-51.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 39.37% | 60.50%-21.1pp | 53.37%-14.0pp | 372.94%-333.6pp |
| Employer contribution / active EE | $4,300 | $7,590-43.3% | $6,785-36.6% | $4,751-9.5% |
| Participant deferral / active EE | $26,250 | $11,622+125.9% | $10,408+152.2% | $6,710+291.2% |
| Admin fee / account holder | $330 | $15,381-97.9% | $12,815-97.4% | $11,403-97.1% |