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 9-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 | $106,583 | $148,534-28.2% | $135,903-21.6% | $139,434-23.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.25% | 79.19%-66.9pp | 68.23%-56.0pp | 372.94%-360.7pp |
| Employer contribution / active EE | $4,319 | $5,243-17.6% | $4,856-11.1% | $4,751-9.1% |
| Participant deferral / active EE | $5,911 | $8,100-27.0% | $7,758-23.8% | $6,710-11.9% |
| Admin fee / account holder | $926 | $12,400-92.5% | $10,762-91.4% | $11,403-91.9% |