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 5-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 | $124,319 | $154,228-19.4% | $145,433-14.5% | $137,256-9.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.24% | 74.59%-52.3pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $19,286 | $4,804+301.5% | $4,554+323.5% | $4,156+364.1% |
| Participant deferral / active EE | $15,829 | $8,216+92.6% | $7,897+100.4% | $6,407+147.1% |
| Admin fee / account holder | $1,940 | $14,344-86.5% | $13,129-85.2% | $12,270-84.2% |