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 5-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 | $103,814 | $238,490-56.5% | $180,183-42.4% | $142,382-27.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 77.4%+22.6pp | 80.1%+19.9pp |
| Annual return | 17.86% | 33.56%-15.7pp | 27.86%-10.0pp | 217.08%-199.2pp |
| Employer contribution / active EE | $1,939 | $6,143-68.4% | $5,039-61.5% | $4,299-54.9% |
| Participant deferral / active EE | $20,667 | $7,996+158.5% | $6,822+202.9% | $6,507+217.6% |
| Admin fee / account holder | $664 | $28,866-97.7% | $19,975-96.7% | $12,624-94.7% |