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 6-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 | $124,689 | $159,602-21.9% | $150,045-16.9% | $142,382-12.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.75% | 70.24%-48.5pp | 62.55%-40.8pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,166 | $4,961-36.2% | $4,693-32.5% | $4,299-26.4% |
| Participant deferral / active EE | $18,493 | $8,310+122.5% | $7,997+131.2% | $6,507+184.2% |
| Admin fee / account holder | $557 | $14,846-96.2% | $13,435-95.9% | $12,624-95.6% |