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 | $84,374 | $159,602-47.1% | $150,045-43.8% | $142,382-40.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.87% | 70.24%-46.4pp | 62.55%-38.7pp | 217.08%-193.2pp |
| Employer contribution / active EE | $23,553 | $4,961+374.8% | $4,693+401.9% | $4,299+447.9% |
| Participant deferral / active EE | $12,850 | $8,310+54.6% | $7,997+60.7% | $6,507+97.5% |
| Admin fee / account holder | $1,273 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |