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 | $112,398 | $214,378-47.6% | $200,582-44.0% | $142,382-21.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.80% | 46.41%-24.6pp | 42.33%-20.5pp | 217.08%-195.3pp |
| Employer contribution / active EE | $2,594 | $6,841-62.1% | $6,419-59.6% | $4,299-39.7% |
| Participant deferral / active EE | $24,967 | $9,865+153.1% | $9,331+167.6% | $6,507+283.7% |
| Admin fee / account holder | $738 | $17,692-95.8% | $16,305-95.5% | $12,624-94.2% |