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 | $92,759 | $114,381-18.9% | $107,525-13.7% | $142,382-34.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.62% | 242.71%-224.1pp | 181.32%-162.7pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,818 | $4,015-54.7% | $3,754-51.6% | $4,299-57.7% |
| Participant deferral / active EE | $6,942 | $5,564+24.8% | $5,116+35.7% | $6,507+6.7% |
| Admin fee / account holder | $547 | $9,860-94.5% | $8,919-93.9% | $12,624-95.7% |