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 | $51,787 | $201,272-74.3% | $184,203-71.9% | $145,922-64.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 20.59% | 29.00%-8.4pp | 28.81%-8.2pp | 561.29%-540.7pp |
| Employer contribution / active EE | $25,907 | $7,022+269.0% | $6,427+303.1% | $4,660+456.0% |
| Participant deferral / active EE | $18,256 | $9,806+86.2% | $9,131+99.9% | $6,688+173.0% |
| Admin fee / account holder | $688 | $16,364-95.8% | $13,901-95.1% | $13,397-94.9% |