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 3-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 | $109,675 | $114,381-4.1% | $107,525+2.0% | $142,382-23.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.87% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $21,987 | $4,015+447.7% | $3,754+485.8% | $4,299+411.4% |
| Participant deferral / active EE | $11,242 | $5,564+102.0% | $5,116+119.8% | $6,507+72.8% |
| Admin fee / account holder | $998 | $9,860-89.9% | $8,919-88.8% | $12,624-92.1% |