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 | $58,864 | $214,378-72.5% | $200,582-70.7% | $142,382-58.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 18.11% | 46.41%-28.3pp | 42.33%-24.2pp | 217.08%-199.0pp |
| Employer contribution / active EE | $11,305 | $6,841+65.2% | $6,419+76.1% | $4,299+162.9% |
| Participant deferral / active EE | $14,428 | $9,865+46.3% | $9,331+54.6% | $6,507+121.7% |
| Admin fee / account holder | $60,194 | $17,692+240.2% | $16,305+269.2% | $12,624+376.8% |