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 | $95,551 | $108,919-12.3% | $100,391-4.8% | $145,922-34.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.35% | 57.88%-42.5pp | 49.20%-33.9pp | 561.29%-545.9pp |
| Employer contribution / active EE | $20,087 | $4,419+354.5% | $3,942+409.6% | $4,660+331.1% |
| Participant deferral / active EE | $15,000 | $8,445+77.6% | $8,082+85.6% | $6,688+124.3% |
| Admin fee / account holder | $451 | $9,689-95.4% | $7,899-94.3% | $13,397-96.6% |