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 3-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 | $132,591 | $159,602-16.9% | $150,045-11.6% | $142,382-6.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.11% | 70.24%-54.1pp | 62.55%-46.4pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,756 | $4,961-24.3% | $4,693-20.0% | $4,299-12.6% |
| Participant deferral / active EE | $18,800 | $8,310+126.2% | $7,997+135.1% | $6,507+188.9% |
| Admin fee / account holder | $1,093 | $14,846-92.6% | $13,435-91.9% | $12,624-91.3% |