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 | $74,398 | $154,228-51.8% | $145,433-48.8% | $137,256-45.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 140.88% | 74.59%+66.3pp | 66.58%+74.3pp | 220.34%-79.5pp |
| Employer contribution / active EE | $3,115 | $4,804-35.2% | $4,554-31.6% | $4,156-25.1% |
| Participant deferral / active EE | $10,700 | $8,216+30.2% | $7,897+35.5% | $6,407+67.0% |
| Admin fee / account holder | $842 | $14,344-94.1% | $13,129-93.6% | $12,270-93.1% |