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 | $103,212 | $209,336-50.7% | $197,124-47.6% | $137,256-24.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 13.63% | 48.09%-34.5pp | 44.34%-30.7pp | 220.34%-206.7pp |
| Employer contribution / active EE | $11,868 | $6,591+80.1% | $6,227+90.6% | $4,156+185.5% |
| Participant deferral / active EE | $12,183 | $9,614+26.7% | $9,135+33.4% | $6,407+90.1% |
| Admin fee / account holder | $6,221 | $17,308-64.1% | $16,298-61.8% | $12,270-49.3% |