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 | $84,397 | $154,228-45.3% | $145,433-42.0% | $137,256-38.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 26.71% | 74.59%-47.9pp | 66.58%-39.9pp | 220.34%-193.6pp |
| Employer contribution / active EE | $7,606 | $4,804+58.3% | $4,554+67.0% | $4,156+83.0% |
| Participant deferral / active EE | $17,015 | $8,216+107.1% | $7,897+115.5% | $6,407+165.6% |
| Admin fee / account holder | $701 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |