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 5-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 | $123,161 | $154,228-20.1% | $145,433-15.3% | $137,256-10.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.21% | 74.59%-56.4pp | 66.58%-48.4pp | 220.34%-202.1pp |
| Employer contribution / active EE | $6,218 | $4,804+29.4% | $4,554+36.5% | $4,156+49.6% |
| Participant deferral / active EE | $12,043 | $8,216+46.6% | $7,897+52.5% | $6,407+88.0% |
| Admin fee / account holder | $5,869 | $14,344-59.1% | $13,129-55.3% | $12,270-52.2% |