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 | $87,225 | $114,381-23.7% | $107,525-18.9% | $142,382-38.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.68% | 242.71%-229.0pp | 181.32%-167.6pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,500 | $4,015-37.7% | $3,754-33.4% | $4,299-41.8% |
| Participant deferral / active EE | $34,750 | $5,564+524.5% | $5,116+579.3% | $6,507+434.0% |
| Admin fee / account holder | $106,664 | $9,860+981.8% | $8,919+1096.0% | $12,624+744.9% |