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 | $87,288 | $159,602-45.3% | $150,045-41.8% | $142,382-38.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 12.52% | 70.24%-57.7pp | 62.55%-50.0pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,520 | $4,961-29.0% | $4,693-25.0% | $4,299-18.1% |
| Participant deferral / active EE | $12,899 | $8,310+55.2% | $7,997+61.3% | $6,507+98.2% |
| Admin fee / account holder | $38,199 | $14,846+157.3% | $13,435+184.3% | $12,624+202.6% |