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 | $104,545 | $159,602-34.5% | $150,045-30.3% | $142,382-26.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.99% | 70.24%-51.2pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $4,781 | $4,961-3.6% | $4,693+1.9% | $4,299+11.2% |
| Participant deferral / active EE | $15,000 | $8,310+80.5% | $7,997+87.6% | $6,507+130.5% |
| Admin fee / account holder | $995 | $14,846-93.3% | $13,435-92.6% | $12,624-92.1% |