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 | $121,284 | $135,952-10.8% | $123,892-2.1% | $273,961-55.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 5.71% | 56.63%-50.9pp | 47.52%-41.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,881 | $5,170-44.3% | $4,617-37.6% | $4,869-40.8% |
| Participant deferral / active EE | $8,251 | $6,343+30.1% | $5,984+37.9% | $5,287+56.1% |
| Admin fee / account holder | $26,205 | $9,817+166.9% | $8,357+213.6% | $10,132+158.6% |