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 | $73,443 | $114,381-35.8% | $107,525-31.7% | $142,382-48.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 29.52% | 242.71%-213.2pp | 181.32%-151.8pp | 217.08%-187.6pp |
| Employer contribution / active EE | $8,056 | $4,015+100.7% | $3,754+114.6% | $4,299+87.4% |
| Participant deferral / active EE | $20,235 | $5,564+263.7% | $5,116+295.6% | $6,507+211.0% |
| Admin fee / account holder | $5,644 | $9,860-42.8% | $8,919-36.7% | $12,624-55.3% |