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 | $131,645 | $106,584+23.5% | $101,326+29.9% | $142,382-7.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 64.03% | 36.93%+27.1pp | 36.82%+27.2pp | 217.08%-153.0pp |
| Employer contribution / active EE | $7,400 | $3,956+87.1% | $3,665+101.9% | $4,299+72.1% |
| Participant deferral / active EE | $21,352 | $8,297+157.3% | $7,994+167.1% | $6,507+228.1% |
| Admin fee / account holder | $1,259 | $11,446-89.0% | $11,185-88.7% | $12,624-90.0% |