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 5-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 | $123,090 | $154,228-20.2% | $145,433-15.4% | $137,256-10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 20.60% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $4,040 | $4,804-15.9% | $4,554-11.3% | $4,156-2.8% |
| Participant deferral / active EE | $13,745 | $8,216+67.3% | $7,897+74.0% | $6,407+114.5% |
| Admin fee / account holder | $1,303 | $14,344-90.9% | $13,129-90.1% | $12,270-89.4% |