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 | $97,834 | $114,381-14.5% | $107,525-9.0% | $142,382-31.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 17.49% | 242.71%-225.2pp | 181.32%-163.8pp | 217.08%-199.6pp |
| Employer contribution / active EE | $5,029 | $4,015+25.3% | $3,754+34.0% | $4,299+17.0% |
| Participant deferral / active EE | $8,214 | $5,564+47.6% | $5,116+60.6% | $6,507+26.2% |
| Admin fee / account holder | $368 | $9,860-96.3% | $8,919-95.9% | $12,624-97.1% |