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 | $99,455 | $159,602-37.7% | $150,045-33.7% | $142,382-30.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.12% | 70.24%-52.1pp | 62.55%-44.4pp | 217.08%-199.0pp |
| Employer contribution / active EE | $25,207 | $4,961+408.2% | $4,693+437.1% | $4,299+486.3% |
| Participant deferral / active EE | $15,667 | $8,310+88.5% | $7,997+95.9% | $6,507+140.8% |
| Admin fee / account holder | $317 | $14,846-97.9% | $13,435-97.6% | $12,624-97.5% |