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 | $86,874 | $110,257-21.2% | $96,544-10.0% | $139,434-37.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 14.06% | 26.32%-12.3pp | 25.84%-11.8pp | 372.94%-358.9pp |
| Employer contribution / active EE | $30,164 | $3,620+733.3% | $2,965+917.4% | $4,751+534.9% |
| Participant deferral / active EE | $18,616 | $5,548+235.6% | $4,851+283.8% | $6,710+177.4% |
| Admin fee / account holder | $754 | $11,591-93.5% | $8,252-90.9% | $11,403-93.4% |