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 | $86,869 | $159,602-45.6% | $150,045-42.1% | $142,382-39.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 26.26% | 70.24%-44.0pp | 62.55%-36.3pp | 217.08%-190.8pp |
| Employer contribution / active EE | $16,618 | $4,961+235.0% | $4,693+254.1% | $4,299+286.6% |
| Participant deferral / active EE | $16,806 | $8,310+102.2% | $7,997+110.1% | $6,507+158.3% |
| Admin fee / account holder | $403 | $14,846-97.3% | $13,435-97.0% | $12,624-96.8% |