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 | $94,539 | $100,773-6.2% | $88,946+6.3% | $142,382-33.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 23.81% | 70.18%-46.4pp | 57.82%-34.0pp | 217.08%-193.3pp |
| Employer contribution / active EE | $14,239 | $2,918+388.0% | $2,555+457.3% | $4,299+231.2% |
| Participant deferral / active EE | $14,240 | $5,230+172.3% | $4,581+210.8% | $6,507+118.8% |
| Admin fee / account holder | $660 | $9,693-93.2% | $8,261-92.0% | $12,624-94.8% |