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 | $82,702 | $159,602-48.2% | $150,045-44.9% | $142,382-41.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.39% | 70.24%-55.9pp | 62.55%-48.2pp | 217.08%-202.7pp |
| Employer contribution / active EE | $4,025 | $4,961-18.9% | $4,693-14.2% | $4,299-6.4% |
| Participant deferral / active EE | $14,262 | $8,310+71.6% | $7,997+78.3% | $6,507+119.2% |
| Admin fee / account holder | $2,365 | $14,846-84.1% | $13,435-82.4% | $12,624-81.3% |