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 | $25,463 | $148,534-82.9% | $135,903-81.3% | $139,434-81.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.96% | 79.19%-48.2pp | 68.23%-37.3pp | 372.94%-342.0pp |
| Employer contribution / active EE | $1,664 | $5,243-68.3% | $4,856-65.7% | $4,751-65.0% |
| Participant deferral / active EE | $9,971 | $8,100+23.1% | $7,758+28.5% | $6,710+48.6% |
| Admin fee / account holder | $530 | $12,400-95.7% | $10,762-95.1% | $11,403-95.4% |