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 | $99,506 | $209,336-52.5% | $197,124-49.5% | $137,256-27.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 23.25% | 48.09%-24.8pp | 44.34%-21.1pp | 220.34%-197.1pp |
| Employer contribution / active EE | $10,193 | $6,591+54.7% | $6,227+63.7% | $4,156+145.3% |
| Participant deferral / active EE | $13,669 | $9,614+42.2% | $9,135+49.6% | $6,407+113.4% |
| Admin fee / account holder | $689 | $17,308-96.0% | $16,298-95.8% | $12,270-94.4% |