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 | $122,980 | $159,602-22.9% | $150,045-18.0% | $142,382-13.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.50% | 70.24%-50.7pp | 62.55%-43.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,557 | $4,961+12.0% | $4,693+18.4% | $4,299+29.3% |
| Participant deferral / active EE | $13,535 | $8,310+62.9% | $7,997+69.3% | $6,507+108.0% |
| Admin fee / account holder | $3,014 | $14,846-79.7% | $13,435-77.6% | $12,624-76.1% |