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 | $157,660 | $178,174-11.5% | $156,181+0.9% | $137,256+14.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 20.66% | 84.19%-63.5pp | 64.87%-44.2pp | 220.34%-199.7pp |
| Employer contribution / active EE | $3,086 | $4,972-37.9% | $4,294-28.1% | $4,156-25.7% |
| Participant deferral / active EE | $12,010 | $6,888+74.4% | $6,132+95.9% | $6,407+87.5% |
| Admin fee / account holder | $533 | $17,404-96.9% | $14,586-96.3% | $12,270-95.7% |