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 9-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 | $108,256 | $159,602-32.2% | $150,045-27.9% | $142,382-24.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.91% | 70.24%-57.3pp | 62.55%-49.6pp | 217.08%-204.2pp |
| Employer contribution / active EE | $2,047 | $4,961-58.7% | $4,693-56.4% | $4,299-52.4% |
| Participant deferral / active EE | $12,700 | $8,310+52.8% | $7,997+58.8% | $6,507+95.2% |
| Admin fee / account holder | $2,030 | $14,846-86.3% | $13,435-84.9% | $12,624-83.9% |