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 | $107,133 | $107,452-0.3% | $91,541+17.0% | $142,382-24.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 23.29% | 22.06%+1.2pp | 20.50%+2.8pp | 217.08%-193.8pp |
| Employer contribution / active EE | $11,075 | $2,994+269.9% | $2,505+342.2% | $4,299+157.6% |
| Participant deferral / active EE | $12,578 | $4,754+164.6% | $4,008+213.8% | $6,507+93.3% |
| Admin fee / account holder | $6,617 | $8,834-25.1% | $6,956-4.9% | $12,624-47.6% |