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 | $83,406 | $179,726-53.6% | $156,263-46.6% | $142,382-41.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 25.24% | 77.86%-52.6pp | 59.47%-34.2pp | 217.08%-191.8pp |
| Employer contribution / active EE | $16,271 | $5,069+221.0% | $4,333+275.5% | $4,299+278.5% |
| Participant deferral / active EE | $12,548 | $6,956+80.4% | $6,158+103.7% | $6,507+92.8% |
| Admin fee / account holder | $1,022 | $17,272-94.1% | $14,255-92.8% | $12,624-91.9% |