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 | $111,028 | $148,534-25.3% | $135,903-18.3% | $139,434-20.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.74% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $13,418 | $5,243+155.9% | $4,856+176.3% | $4,751+182.4% |
| Participant deferral / active EE | $20,000 | $8,100+146.9% | $7,758+157.8% | $6,710+198.1% |
| Admin fee / account holder | $1,112 | $12,400-91.0% | $10,762-89.7% | $11,403-90.2% |