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 | $71,616 | $214,378-66.6% | $200,582-64.3% | $142,382-49.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.90% | 46.41%-29.5pp | 42.33%-25.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $7,358 | $6,841+7.5% | $6,419+14.6% | $4,299+71.1% |
| Participant deferral / active EE | $11,567 | $9,865+17.3% | $9,331+24.0% | $6,507+77.8% |
| Admin fee / account holder | $509 | $17,692-97.1% | $16,305-96.9% | $12,624-96.0% |