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 3-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 | $102,166 | $114,381-10.7% | $107,525-5.0% | $142,382-28.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.41% | 242.71%-226.3pp | 181.32%-164.9pp | 217.08%-200.7pp |
| Employer contribution / active EE | $12,688 | $4,015+216.0% | $3,754+238.0% | $4,299+195.1% |
| Participant deferral / active EE | $9,842 | $5,564+76.9% | $5,116+92.4% | $6,507+51.2% |
| Admin fee / account holder | $1,606 | $9,860-83.7% | $8,919-82.0% | $12,624-87.3% |