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 4-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 | $132,150 | $159,602-17.2% | $150,045-11.9% | $142,382-7.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 21.61% | 70.24%-48.6pp | 62.55%-40.9pp | 217.08%-195.5pp |
| Employer contribution / active EE | $3,680 | $4,961-25.8% | $4,693-21.6% | $4,299-14.4% |
| Participant deferral / active EE | $22,042 | $8,310+165.2% | $7,997+175.6% | $6,507+238.7% |
| Admin fee / account holder | $2,499 | $14,846-83.2% | $13,435-81.4% | $12,624-80.2% |