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 | $105,085 | $133,922-21.5% | $116,228-9.6% | $142,382-26.2% |
| Participation rate | 89.5% | 77.9%+11.6pp | 74.6%+14.9pp | 80.1%+9.4pp |
| Annual return | 21.30% | 147.76%-126.5pp | 90.06%-68.8pp | 217.08%-195.8pp |
| Employer contribution / active EE | $14,241 | $3,446+313.3% | $2,994+375.6% | $4,299+231.3% |
| Participant deferral / active EE | $17,258 | $5,672+204.3% | $4,953+248.4% | $6,507+165.2% |
| Admin fee / account holder | $9,987 | $14,945-33.2% | $11,989-16.7% | $12,624-20.9% |