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 | $136,724 | $111,754+22.3% | $103,333+32.3% | $145,922-6.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 12.52% | 24.77%-12.2pp | 24.88%-12.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,172 | $4,212-72.2% | $3,868-69.7% | $4,660-74.8% |
| Participant deferral / active EE | $20,333 | $5,619+261.9% | $5,057+302.0% | $6,688+204.0% |
| Admin fee / account holder | $1,215 | $9,750-87.5% | $8,355-85.5% | $13,397-90.9% |