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 | $95,053 | $159,602-40.4% | $150,045-36.7% | $142,382-33.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 59.21% | 70.24%-11.0pp | 62.55%-3.3pp | 217.08%-157.9pp |
| Employer contribution / active EE | $7,200 | $4,961+45.1% | $4,693+53.4% | $4,299+67.5% |
| Participant deferral / active EE | $13,550 | $8,310+63.1% | $7,997+69.4% | $6,507+108.2% |
| Admin fee / account holder | $488 | $14,846-96.7% | $13,435-96.4% | $12,624-96.1% |