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 | $88,492 | $111,535-20.7% | $105,223-15.9% | $137,256-35.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.93% | 237.85%-216.9pp | 180.65%-159.7pp | 220.34%-199.4pp |
| Employer contribution / active EE | $16,273 | $3,939+313.1% | $3,689+341.2% | $4,156+291.6% |
| Participant deferral / active EE | $18,150 | $5,500+230.0% | $5,072+257.9% | $6,407+183.3% |
| Admin fee / account holder | $644 | $9,721-93.4% | $8,859-92.7% | $12,270-94.7% |