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 | $78,929 | $104,974-24.8% | $95,585-17.4% | $142,382-44.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 19.28% | 210.33%-191.1pp | 38.56%-19.3pp | 217.08%-197.8pp |
| Employer contribution / active EE | $14,000 | $2,779+403.9% | $2,527+454.1% | $4,299+225.6% |
| Participant deferral / active EE | $30,229 | $4,352+594.6% | $4,023+651.5% | $6,507+364.5% |
| Admin fee / account holder | $548 | $6,386-91.4% | $6,127-91.1% | $12,624-95.7% |