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 8-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 | $90,326 | $177,572-49.1% | $154,803-41.7% | $142,382-36.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.19% | 65.07%-45.9pp | 58.88%-39.7pp | 217.08%-197.9pp |
| Employer contribution / active EE | $4,719 | $4,810-1.9% | $4,305+9.6% | $4,299+9.8% |
| Participant deferral / active EE | $10,199 | $6,272+62.6% | $5,540+84.1% | $6,507+56.7% |
| Admin fee / account holder | $719 | $16,786-95.7% | $14,329-95.0% | $12,624-94.3% |