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 | $79,329 | $95,266-16.7% | $82,389-3.7% | $142,382-44.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 17.30% | 25.74%-8.4pp | 28.67%-11.4pp | 217.08%-199.8pp |
| Employer contribution / active EE | $13,088 | $2,991+337.6% | $2,517+420.0% | $4,299+204.4% |
| Participant deferral / active EE | $12,612 | $4,809+162.3% | $4,155+203.6% | $6,507+93.8% |
| Admin fee / account holder | $939 | $8,563-89.0% | $7,231-87.0% | $12,624-92.6% |