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 | $94,072 | $214,378-56.1% | $200,582-53.1% | $142,382-33.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 25.33% | 46.41%-21.1pp | 42.33%-17.0pp | 217.08%-191.7pp |
| Employer contribution / active EE | $5,443 | $6,841-20.4% | $6,419-15.2% | $4,299+26.6% |
| Participant deferral / active EE | $6,921 | $9,865-29.8% | $9,331-25.8% | $6,507+6.4% |
| Admin fee / account holder | $560 | $17,692-96.8% | $16,305-96.6% | $12,624-95.6% |