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 | $131,921 | $111,754+18.0% | $103,333+27.7% | $145,922-9.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.67% | 24.77%-11.1pp | 24.88%-11.2pp | 561.29%-547.6pp |
| Employer contribution / active EE | $1,336 | $4,212-68.3% | $3,868-65.5% | $4,660-71.3% |
| Participant deferral / active EE | $12,243 | $5,619+117.9% | $5,057+142.1% | $6,688+83.1% |
| Admin fee / account holder | $1,131 | $9,750-88.4% | $8,355-86.5% | $13,397-91.6% |