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 6-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 | $102,041 | $159,602-36.1% | $150,045-32.0% | $142,382-28.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.96% | 70.24%-51.3pp | 62.55%-43.6pp | 217.08%-198.1pp |
| Employer contribution / active EE | $13,362 | $4,961+169.4% | $4,693+184.7% | $4,299+210.8% |
| Participant deferral / active EE | $9,977 | $8,310+20.1% | $7,997+24.8% | $6,507+53.3% |
| Admin fee / account holder | $3,508 | $14,846-76.4% | $13,435-73.9% | $12,624-72.2% |