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 | $118,267 | $214,378-44.8% | $200,582-41.0% | $142,382-16.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 16.34% | 46.41%-30.1pp | 42.33%-26.0pp | 217.08%-200.7pp |
| Employer contribution / active EE | $6,605 | $6,841-3.5% | $6,419+2.9% | $4,299+53.6% |
| Participant deferral / active EE | $5,199 | $9,865-47.3% | $9,331-44.3% | $6,507-20.1% |
| Admin fee / account holder | $667 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |