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 | $129,240 | $227,553-43.2% | $189,557-31.8% | $167,490-22.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 14.38% | 78.40%-64.0pp | 64.17%-49.8pp | 478.56%-464.2pp |
| Employer contribution / active EE | $4,384 | $5,316-17.5% | $4,412-0.6% | $4,837-9.4% |
| Participant deferral / active EE | $6,400 | $7,002-8.6% | $6,174+3.7% | $6,341+0.9% |
| Admin fee / account holder | $1,189 | $11,878-90.0% | $9,807-87.9% | $12,309-90.3% |