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 3-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 | $77,034 | $214,378-64.1% | $200,582-61.6% | $142,382-45.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 12.62% | 46.41%-33.8pp | 42.33%-29.7pp | 217.08%-204.5pp |
| Employer contribution / active EE | $4,065 | $6,841-40.6% | $6,419-36.7% | $4,299-5.4% |
| Participant deferral / active EE | $21,689 | $9,865+119.9% | $9,331+132.4% | $6,507+233.3% |
| Admin fee / account holder | $436,733 | $17,692+2368.5% | $16,305+2578.6% | $12,624+3359.6% |