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 | $90,932 | $105,126-13.5% | $94,646-3.9% | $139,434-34.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.82% | 38.03%-20.2pp | 156.71%-138.9pp | 372.94%-355.1pp |
| Employer contribution / active EE | $1,119 | $4,106-72.8% | $3,672-69.5% | $4,751-76.5% |
| Participant deferral / active EE | $20,000 | $7,599+163.2% | $7,418+169.6% | $6,710+198.1% |
| Admin fee / account holder | $1,051 | $8,984-88.3% | $7,231-85.5% | $11,403-90.8% |