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 | $137,721 | $177,572-22.4% | $154,803-11.0% | $142,382-3.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 22.89% | 65.07%-42.2pp | 58.88%-36.0pp | 217.08%-194.2pp |
| Employer contribution / active EE | $2,929 | $4,810-39.1% | $4,305-32.0% | $4,299-31.9% |
| Participant deferral / active EE | $7,544 | $6,272+20.3% | $5,540+36.2% | $6,507+15.9% |
| Admin fee / account holder | $1,229 | $16,786-92.7% | $14,329-91.4% | $12,624-90.3% |