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 | $146,983 | $159,602-7.9% | $150,045-2.0% | $142,382+3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.07% | 70.24%-53.2pp | 62.55%-45.5pp | 217.08%-200.0pp |
| Employer contribution / active EE | $4,593 | $4,961-7.4% | $4,693-2.1% | $4,299+6.8% |
| Participant deferral / active EE | $13,411 | $8,310+61.4% | $7,997+67.7% | $6,507+106.1% |
| Admin fee / account holder | $890 | $14,846-94.0% | $13,435-93.4% | $12,624-93.0% |