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 | $111,814+18.0% | $103,374+27.6% | $145,959-9.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.67% | 24.77%-11.1pp | 24.89%-11.2pp | 561.95%-548.3pp |
| Employer contribution / active EE | $1,336 | $4,214-68.3% | $3,869-65.5% | $4,661-71.3% |
| Participant deferral / active EE | $12,243 | $5,618+117.9% | $5,058+142.1% | $6,689+83.0% |
| Admin fee / account holder | $1,131 | $9,754-88.4% | $8,394-86.5% | $13,398-91.6% |