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 | $111,532 | $159,602-30.1% | $150,045-25.7% | $142,382-21.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.98% | 70.24%-50.3pp | 62.55%-42.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $4,090 | $4,961-17.5% | $4,693-12.8% | $4,299-4.9% |
| Participant deferral / active EE | $11,633 | $8,310+40.0% | $7,997+45.5% | $6,507+78.8% |
| Admin fee / account holder | $1,271 | $14,846-91.4% | $13,435-90.5% | $12,624-89.9% |