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 | $103,831 | $159,602-34.9% | $150,045-30.8% | $142,382-27.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.16% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-200.9pp |
| Employer contribution / active EE | $26,744 | $4,961+439.1% | $4,693+469.9% | $4,299+522.1% |
| Participant deferral / active EE | $12,842 | $8,310+54.5% | $7,997+60.6% | $6,507+97.4% |
| Admin fee / account holder | $349 | $14,846-97.7% | $13,435-97.4% | $12,624-97.2% |