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 9-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 | $93,895 | $177,572-47.1% | $154,803-39.3% | $142,382-34.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.32% | 65.07%-46.7pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $1,821 | $4,810-62.1% | $4,305-57.7% | $4,299-57.6% |
| Participant deferral / active EE | $11,461 | $6,272+82.7% | $5,540+106.8% | $6,507+76.1% |
| Admin fee / account holder | $1,143 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |