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 | $110,152 | $209,336-47.4% | $197,124-44.1% | $137,256-19.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 21.39% | 48.09%-26.7pp | 44.34%-23.0pp | 220.34%-198.9pp |
| Employer contribution / active EE | $9,071 | $6,591+37.6% | $6,227+45.7% | $4,156+118.3% |
| Participant deferral / active EE | $14,545 | $9,614+51.3% | $9,135+59.2% | $6,407+127.0% |
| Admin fee / account holder | $669 | $17,308-96.1% | $16,298-95.9% | $12,270-94.5% |