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 | $90,045 | $214,378-58.0% | $200,582-55.1% | $142,382-36.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 21.40% | 46.41%-25.0pp | 42.33%-20.9pp | 217.08%-195.7pp |
| Employer contribution / active EE | $6,856 | $6,841+0.2% | $6,419+6.8% | $4,299+59.5% |
| Participant deferral / active EE | $20,059 | $9,865+103.3% | $9,331+115.0% | $6,507+208.3% |
| Admin fee / account holder | $346 | $17,692-98.0% | $16,305-97.9% | $12,624-97.3% |