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 | $92,833 | $159,602-41.8% | $150,045-38.1% | $142,382-34.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.62% | 70.24%-43.6pp | 62.55%-35.9pp | 217.08%-190.5pp |
| Employer contribution / active EE | $16,382 | $4,961+230.2% | $4,693+249.1% | $4,299+281.1% |
| Participant deferral / active EE | $7,494 | $8,310-9.8% | $7,997-6.3% | $6,507+15.2% |
| Admin fee / account holder | $1,217 | $14,846-91.8% | $13,435-90.9% | $12,624-90.4% |