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 4-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 | $76,410 | $159,602-52.1% | $150,045-49.1% | $142,382-46.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.63% | 70.24%-52.6pp | 62.55%-44.9pp | 217.08%-199.4pp |
| Employer contribution / active EE | $5,065 | $4,961+2.1% | $4,693+7.9% | $4,299+17.8% |
| Participant deferral / active EE | $10,499 | $8,310+26.3% | $7,997+31.3% | $6,507+61.3% |
| Admin fee / account holder | $8,926 | $14,846-39.9% | $13,435-33.6% | $12,624-29.3% |