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 | $95,775 | $148,534-35.5% | $135,903-29.5% | $139,434-31.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.54% | 79.19%-66.7pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $4,260 | $5,243-18.7% | $4,856-12.3% | $4,751-10.3% |
| Participant deferral / active EE | $7,297 | $8,100-9.9% | $7,758-5.9% | $6,710+8.7% |
| Admin fee / account holder | $3,924 | $12,400-68.4% | $10,762-63.5% | $11,403-65.6% |