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 | $128,466 | $159,602-19.5% | $150,045-14.4% | $142,382-9.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 30.46% | 70.24%-39.8pp | 62.55%-32.1pp | 217.08%-186.6pp |
| Employer contribution / active EE | $5,723 | $4,961+15.4% | $4,693+22.0% | $4,299+33.1% |
| Participant deferral / active EE | $10,321 | $8,310+24.2% | $7,997+29.1% | $6,507+58.6% |
| Admin fee / account holder | $1,019 | $14,846-93.1% | $13,435-92.4% | $12,624-91.9% |