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 | $121,261 | $177,572-31.7% | $154,803-21.7% | $142,382-14.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.57% | 65.07%-40.5pp | 58.88%-34.3pp | 217.08%-192.5pp |
| Employer contribution / active EE | $8,054 | $4,810+67.4% | $4,305+87.1% | $4,299+87.3% |
| Participant deferral / active EE | $17,550 | $6,272+179.8% | $5,540+216.8% | $6,507+169.7% |
| Admin fee / account holder | $1,337 | $16,786-92.0% | $14,329-90.7% | $12,624-89.4% |