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 | $79,658 | $159,602-50.1% | $150,045-46.9% | $142,382-44.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.03% | 70.24%-46.2pp | 62.55%-38.5pp | 217.08%-193.0pp |
| Employer contribution / active EE | $14,007 | $4,961+182.4% | $4,693+198.4% | $4,299+225.8% |
| Participant deferral / active EE | $22,707 | $8,310+173.2% | $7,997+183.9% | $6,507+248.9% |
| Admin fee / account holder | $1,312 | $14,846-91.2% | $13,435-90.2% | $12,624-89.6% |