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 3-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 | $117,499 | $177,572-33.8% | $154,803-24.1% | $142,382-17.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 194.61% | 65.07%+129.5pp | 58.88%+135.7pp | 217.08%-22.5pp |
| Employer contribution / active EE | $993 | $4,810-79.4% | $4,305-76.9% | $4,299-76.9% |
| Participant deferral / active EE | $12,239 | $6,272+95.2% | $5,540+120.9% | $6,507+88.1% |
| Admin fee / account holder | $428 | $16,786-97.5% | $14,329-97.0% | $12,624-96.6% |