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 | $99,720 | $106,584-6.4% | $101,326-1.6% | $142,382-30.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 21.42% | 36.93%-15.5pp | 36.82%-15.4pp | 217.08%-195.7pp |
| Employer contribution / active EE | $6,274 | $3,956+58.6% | $3,665+71.2% | $4,299+45.9% |
| Participant deferral / active EE | $17,484 | $8,297+110.7% | $7,994+118.7% | $6,507+168.7% |
| Admin fee / account holder | $585 | $11,446-94.9% | $11,185-94.8% | $12,624-95.4% |