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 | $108,434 | $163,101-33.5% | $136,749-20.7% | $142,382-23.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 22.83% | 27.54%-4.7pp | 24.33%-1.5pp | 217.08%-194.2pp |
| Employer contribution / active EE | $5,637 | $4,117+36.9% | $3,400+65.8% | $4,299+31.1% |
| Participant deferral / active EE | $14,469 | $5,585+159.1% | $4,692+208.4% | $6,507+122.3% |
| Admin fee / account holder | $669 | $14,318-95.3% | $11,386-94.1% | $12,624-94.7% |