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 | $97,281 | $159,602-39.0% | $150,045-35.2% | $142,382-31.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.80% | 70.24%-43.4pp | 62.55%-35.8pp | 217.08%-190.3pp |
| Employer contribution / active EE | $14,405 | $4,961+190.4% | $4,693+206.9% | $4,299+235.1% |
| Participant deferral / active EE | $14,239 | $8,310+71.3% | $7,997+78.0% | $6,507+118.8% |
| Admin fee / account holder | $343 | $14,846-97.7% | $13,435-97.5% | $12,624-97.3% |