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 6-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 | $125,708 | $217,402-42.2% | $185,823-32.4% | $167,490-24.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 18.97% | 148.36%-129.4pp | 122.05%-103.1pp | 478.56%-459.6pp |
| Employer contribution / active EE | $6,000 | $5,873+2.2% | $5,167+16.1% | $4,837+24.0% |
| Participant deferral / active EE | $6,105 | $6,356-4.0% | $5,568+9.6% | $6,341-3.7% |
| Admin fee / account holder | $1,030 | $19,811-94.8% | $16,237-93.7% | $12,309-91.6% |