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 3-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 | $94,499 | $167,484-43.6% | $151,611-37.7% | $134,475-29.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 2.45% | 7.80%-5.4pp | 3.33%-0.9pp | 417.96%-415.5pp |
| Employer contribution / active EE | $21,452 | $6,829+214.1% | $6,166+247.9% | $4,740+352.6% |
| Participant deferral / active EE | $13,800 | $8,986+53.6% | $8,363+65.0% | $6,400+115.6% |
| Admin fee / account holder | $56,555 | $13,783+310.3% | $11,616+386.9% | $11,426+395.0% |