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 | $91,991 | $127,065-27.6% | $113,168-18.7% | $142,382-35.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 22.80% | 24.03%-1.2pp | 24.27%-1.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $8,000 | $3,442+132.4% | $2,975+168.9% | $4,299+86.1% |
| Participant deferral / active EE | $22,992 | $5,716+302.2% | $5,107+350.2% | $6,507+253.3% |
| Admin fee / account holder | $1,762 | $15,736-88.8% | $12,068-85.4% | $12,624-86.0% |