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 4-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 | $102,187 | $177,572-42.5% | $154,803-34.0% | $142,382-28.2% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 19.47% | 65.07%-45.6pp | 58.88%-39.4pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,503 | $4,810+14.4% | $4,305+27.8% | $4,299+28.0% |
| Participant deferral / active EE | $11,910 | $6,272+89.9% | $5,540+115.0% | $6,507+83.0% |
| Admin fee / account holder | $658 | $16,786-96.1% | $14,329-95.4% | $12,624-94.8% |