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 | $122,177 | $154,228-20.8% | $145,433-16.0% | $137,256-11.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.82% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $3,569 | $4,804-25.7% | $4,554-21.6% | $4,156-14.1% |
| Participant deferral / active EE | $18,607 | $8,216+126.5% | $7,897+135.6% | $6,407+190.4% |
| Admin fee / account holder | $619 | $14,344-95.7% | $13,129-95.3% | $12,270-95.0% |