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 3-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 | $91,016 | $108,912-16.4% | $100,383-9.3% | $145,959-37.6% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 11.34% | 57.96%-46.6pp | 49.26%-37.9pp | 561.95%-550.6pp |
| Employer contribution / active EE | $760 | $4,423-82.8% | $3,944-80.7% | $4,661-83.7% |
| Participant deferral / active EE | $9,829 | $8,451+16.3% | $8,086+21.6% | $6,689+47.0% |
| Admin fee / account holder | $1,110 | $9,690-88.5% | $7,900-85.9% | $13,398-91.7% |