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 | $136,338 | $177,572-23.2% | $154,803-11.9% | $142,382-4.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.12% | 65.07%-52.0pp | 58.88%-45.8pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,495 | $4,810+35.0% | $4,305+50.9% | $4,299+51.1% |
| Participant deferral / active EE | $7,091 | $6,272+13.1% | $5,540+28.0% | $6,507+9.0% |
| Admin fee / account holder | $940 | $16,786-94.4% | $14,329-93.4% | $12,624-92.6% |