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 | $88,415 | $158,398-44.2% | $126,539-30.1% | $142,382-37.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.92% | 593.76%-578.8pp | 425.95%-411.0pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,025 | $4,650+8.1% | $3,674+36.8% | $4,299+16.9% |
| Participant deferral / active EE | $13,087 | $4,767+174.5% | $4,083+220.5% | $6,507+101.1% |
| Admin fee / account holder | $817 | $6,918-88.2% | $6,065-86.5% | $12,624-93.5% |