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 | $81,461 | $209,336-61.1% | $197,124-58.7% | $137,256-40.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 44.51% | 48.09%-3.6pp | 44.34%+0.2pp | 220.34%-175.8pp |
| Employer contribution / active EE | $7,976 | $6,591+21.0% | $6,227+28.1% | $4,156+91.9% |
| Participant deferral / active EE | $20,280 | $9,614+110.9% | $9,135+122.0% | $6,407+216.5% |
| Admin fee / account holder | $9,480 | $17,308-45.2% | $16,298-41.8% | $12,270-22.7% |