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 | $127,459 | $214,378-40.5% | $200,582-36.5% | $142,382-10.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 20.36% | 46.41%-26.0pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $9,537 | $6,841+39.4% | $6,419+48.6% | $4,299+121.8% |
| Participant deferral / active EE | $21,120 | $9,865+114.1% | $9,331+126.3% | $6,507+224.6% |
| Admin fee / account holder | $1,183 | $17,692-93.3% | $16,305-92.7% | $12,624-90.6% |