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 | $119,673 | $165,984-27.9% | $164,813-27.4% | $145,922-18.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.27% | 100.03%-82.8pp | 69.93%-52.7pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,808 | $5,273-27.8% | $4,341-12.3% | $4,660-18.3% |
| Participant deferral / active EE | $12,522 | $6,959+79.9% | $6,031+107.6% | $6,688+87.2% |
| Admin fee / account holder | $309,828 | $16,648+1761.1% | $12,690+2341.5% | $13,397+2212.7% |