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 8-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 | $101,624 | $209,411-51.5% | $178,490-43.1% | $158,922-36.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 235.18% | 188.75%+46.4pp | 151.07%+84.1pp | 302.83%-67.6pp |
| Employer contribution / active EE | $4,865 | $5,706-14.7% | $5,011-2.9% | $4,761+2.2% |
| Participant deferral / active EE | $5,154 | $5,954-13.4% | $5,202-0.9% | $5,982-13.8% |
| Admin fee / account holder | $365 | $17,074-97.9% | $13,984-97.4% | $11,246-96.8% |