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 | $94,926 | $179,726-47.2% | $156,263-39.3% | $142,382-33.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 18.08% | 77.86%-59.8pp | 59.47%-41.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $16,248 | $5,069+220.5% | $4,333+275.0% | $4,299+277.9% |
| Participant deferral / active EE | $10,842 | $6,956+55.9% | $6,158+76.1% | $6,507+66.6% |
| Admin fee / account holder | $356 | $17,272-97.9% | $14,255-97.5% | $12,624-97.2% |