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 | $91,836 | $108,912-15.7% | $100,383-8.5% | $145,959-37.1% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.58% | 57.96%-43.4pp | 49.26%-34.7pp | 561.95%-547.4pp |
| Employer contribution / active EE | $17,747 | $4,423+301.3% | $3,944+350.0% | $4,661+280.8% |
| Participant deferral / active EE | $12,457 | $8,451+47.4% | $8,086+54.1% | $6,689+86.2% |
| Admin fee / account holder | $1,264 | $9,690-87.0% | $7,900-84.0% | $13,398-90.6% |