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 | $95,227 | $117,983-19.3% | $101,794-6.5% | $142,382-33.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 20.48% | 36.92%-16.4pp | 30.53%-10.0pp | 217.08%-196.6pp |
| Employer contribution / active EE | $4,070 | $2,773+46.8% | $2,289+77.8% | $4,299-5.3% |
| Participant deferral / active EE | $16,800 | $4,714+256.4% | $4,084+311.4% | $6,507+158.2% |
| Admin fee / account holder | $13,926 | $10,433+33.5% | $8,777+58.7% | $12,624+10.3% |