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 | $154,228-36.9% | $145,433-33.1% | $137,256-29.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.80% | 74.59%-47.8pp | 66.58%-39.8pp | 220.34%-193.5pp |
| Employer contribution / active EE | $14,405 | $4,804+199.9% | $4,554+216.3% | $4,156+246.6% |
| Participant deferral / active EE | $14,239 | $8,216+73.3% | $7,897+80.3% | $6,407+122.2% |
| Admin fee / account holder | $343 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |