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 | $101,552 | $154,228-34.2% | $145,433-30.2% | $137,256-26.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 19.81% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,391 | $4,804-71.1% | $4,554-69.5% | $4,156-66.5% |
| Participant deferral / active EE | $22,777 | $8,216+177.2% | $7,897+188.4% | $6,407+255.5% |
| Admin fee / account holder | $3,628 | $14,344-74.7% | $13,129-72.4% | $12,270-70.4% |