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 | $101,030 | $177,572-43.1% | $154,803-34.7% | $142,382-29.0% |
| Participation rate | 86.7% | 82.1%+4.6pp | 78.1%+8.6pp | 80.1%+6.5pp |
| Annual return | 17.04% | 65.07%-48.0pp | 58.88%-41.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,527 | $4,810-47.5% | $4,305-41.3% | $4,299-41.2% |
| Participant deferral / active EE | $8,029 | $6,272+28.0% | $5,540+44.9% | $6,507+23.4% |
| Admin fee / account holder | $325 | $16,786-98.1% | $14,329-97.7% | $12,624-97.4% |