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 | $95,076 | $159,602-40.4% | $150,045-36.6% | $142,382-33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 22.48% | 70.24%-47.8pp | 62.55%-40.1pp | 217.08%-194.6pp |
| Employer contribution / active EE | $13,912 | $4,961+180.5% | $4,693+196.4% | $4,299+223.6% |
| Participant deferral / active EE | $14,726 | $8,310+77.2% | $7,997+84.1% | $6,507+126.3% |
| Admin fee / account holder | $2,141 | $14,846-85.6% | $13,435-84.1% | $12,624-83.0% |