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 6-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 | $122,084 | $177,572-31.2% | $154,803-21.1% | $142,382-14.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.15% | 65.07%-50.9pp | 58.88%-44.7pp | 217.08%-202.9pp |
| Employer contribution / active EE | $5,266 | $4,810+9.5% | $4,305+22.3% | $4,299+22.5% |
| Participant deferral / active EE | $3,142 | $6,272-49.9% | $5,540-43.3% | $6,507-51.7% |
| Admin fee / account holder | $303 | $16,786-98.2% | $14,329-97.9% | $12,624-97.6% |