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 | $130,148 | $177,572-26.7% | $154,803-15.9% | $142,382-8.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.76% | 65.07%-46.3pp | 58.88%-40.1pp | 217.08%-198.3pp |
| Employer contribution / active EE | $13,508 | $4,810+180.8% | $4,305+213.7% | $4,299+214.2% |
| Participant deferral / active EE | $6,385 | $6,272+1.8% | $5,540+15.2% | $6,507-1.9% |
| Admin fee / account holder | $1,150 | $16,786-93.1% | $14,329-92.0% | $12,624-90.9% |