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 | $137,361 | $201,272-31.8% | $184,203-25.4% | $145,922-5.9% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 24.92% | 29.00%-4.1pp | 28.81%-3.9pp | 561.29%-536.4pp |
| Employer contribution / active EE | $24,093 | $7,022+243.1% | $6,427+274.9% | $4,660+417.1% |
| Participant deferral / active EE | $23,583 | $9,806+140.5% | $9,131+158.3% | $6,688+252.6% |
| Admin fee / account holder | $460 | $16,364-97.2% | $13,901-96.7% | $13,397-96.6% |