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 | $119,331 | $178,174-33.0% | $156,181-23.6% | $137,256-13.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 18.33% | 84.19%-65.9pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,492 | $4,972-49.9% | $4,294-42.0% | $4,156-40.0% |
| Participant deferral / active EE | $18,529 | $6,888+169.0% | $6,132+202.2% | $6,407+189.2% |
| Admin fee / account holder | $1,244 | $17,404-92.9% | $14,586-91.5% | $12,270-89.9% |