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 6-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 | $104,519 | $114,381-8.6% | $107,525-2.8% | $142,382-26.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 19.31% | 242.71%-223.4pp | 181.32%-162.0pp | 217.08%-197.8pp |
| Employer contribution / active EE | $2,012 | $4,015-49.9% | $3,754-46.4% | $4,299-53.2% |
| Participant deferral / active EE | $13,065 | $5,564+134.8% | $5,116+155.4% | $6,507+100.8% |
| Admin fee / account holder | $530 | $9,860-94.6% | $8,919-94.1% | $12,624-95.8% |