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 | $108,091 | $154,228-29.9% | $145,433-25.7% | $137,256-21.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 25.15% | 74.59%-49.4pp | 66.58%-41.4pp | 220.34%-195.2pp |
| Employer contribution / active EE | $7,024 | $4,804+46.2% | $4,554+54.2% | $4,156+69.0% |
| Participant deferral / active EE | $17,251 | $8,216+110.0% | $7,897+118.4% | $6,407+169.3% |
| Admin fee / account holder | $7,722 | $14,344-46.2% | $13,129-41.2% | $12,270-37.1% |