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 | $125,917 | $159,602-21.1% | $150,045-16.1% | $142,382-11.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.59% | 70.24%-55.6pp | 62.55%-48.0pp | 217.08%-202.5pp |
| Employer contribution / active EE | $3,400 | $4,961-31.5% | $4,693-27.5% | $4,299-20.9% |
| Participant deferral / active EE | $10,401 | $8,310+25.2% | $7,997+30.1% | $6,507+59.8% |
| Admin fee / account holder | $1,009 | $14,846-93.2% | $13,435-92.5% | $12,624-92.0% |