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 | $107,447 | $138,347-22.3% | $184,203-41.7% | $80,856+32.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 27.88% | 20.02%+7.9pp | 28.81%-0.9pp | 35.59%-7.7pp |
| Employer contribution / active EE | $19,534 | $4,850+302.7% | $6,427+203.9% | $2,755+609.1% |
| Participant deferral / active EE | $18,009 | $7,071+154.7% | $9,131+97.2% | $4,296+319.2% |
| Admin fee / account holder | $1,113 | $10,483-89.4% | $13,901-92.0% | $6,918-83.9% |