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 7-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 | $108,355 | $159,602-32.1% | $150,045-27.8% | $142,382-23.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.64% | 70.24%-51.6pp | 62.55%-43.9pp | 217.08%-198.4pp |
| Employer contribution / active EE | $3,368 | $4,961-32.1% | $4,693-28.2% | $4,299-21.7% |
| Participant deferral / active EE | $6,506 | $8,310-21.7% | $7,997-18.6% | $6,5070% |
| Admin fee / account holder | $735 | $14,846-95.0% | $13,435-94.5% | $12,624-94.2% |