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 | $97,814 | $159,602-38.7% | $150,045-34.8% | $142,382-31.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 24.32% | 70.24%-45.9pp | 62.55%-38.2pp | 217.08%-192.8pp |
| Employer contribution / active EE | $23,310 | $4,961+369.9% | $4,693+396.7% | $4,299+442.2% |
| Participant deferral / active EE | $5,603 | $8,310-32.6% | $7,997-29.9% | $6,507-13.9% |
| Admin fee / account holder | $1,648 | $14,846-88.9% | $13,435-87.7% | $12,624-86.9% |