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 | $130,586 | $179,726-27.3% | $156,263-16.4% | $142,382-8.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.40% | 77.86%-62.5pp | 59.47%-44.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $9,206 | $5,069+81.6% | $4,333+112.5% | $4,299+114.1% |
| Participant deferral / active EE | $31,000 | $6,956+345.7% | $6,158+403.4% | $6,507+376.4% |
| Admin fee / account holder | $846 | $17,272-95.1% | $14,255-94.1% | $12,624-93.3% |