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 | $82,888 | $177,572-53.3% | $154,803-46.5% | $142,382-41.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.81% | 65.07%-44.3pp | 58.88%-38.1pp | 217.08%-196.3pp |
| Employer contribution / active EE | $10,836 | $4,810+125.3% | $4,305+151.7% | $4,299+152.1% |
| Participant deferral / active EE | $16,681 | $6,272+166.0% | $5,540+201.1% | $6,507+156.3% |
| Admin fee / account holder | $3,827 | $16,786-77.2% | $14,329-73.3% | $12,624-69.7% |