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 | $84,603 | $106,584-20.6% | $101,326-16.5% | $142,382-40.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.95% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $4,103 | $3,956+3.7% | $3,665+11.9% | $4,299-4.6% |
| Participant deferral / active EE | $11,080 | $8,297+33.5% | $7,994+38.6% | $6,507+70.3% |
| Admin fee / account holder | $25,739 | $11,446+124.9% | $11,185+130.1% | $12,624+103.9% |