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 3-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 | $19,655 | $177,572-88.9% | $154,803-87.3% | $142,382-86.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.81% | 65.07%-45.3pp | 58.88%-39.1pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,266 | $4,810-52.9% | $4,305-47.4% | $4,299-47.3% |
| Participant deferral / active EE | $6,960 | $6,272+11.0% | $5,540+25.6% | $6,507+7.0% |
| Admin fee / account holder | $322 | $16,786-98.1% | $14,329-97.8% | $12,624-97.4% |