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 | $111,020 | $214,378-48.2% | $200,582-44.7% | $142,382-22.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 22.21% | 46.41%-24.2pp | 42.33%-20.1pp | 217.08%-194.9pp |
| Employer contribution / active EE | $7,821 | $6,841+14.3% | $6,419+21.8% | $4,299+81.9% |
| Participant deferral / active EE | $16,799 | $9,865+70.3% | $9,331+80.0% | $6,507+158.2% |
| Admin fee / account holder | $311 | $17,692-98.2% | $16,305-98.1% | $12,624-97.5% |