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 | $103,083 | $214,378-51.9% | $200,582-48.6% | $142,382-27.6% |
| Participation rate | 90.5% | 87.4%+3.0pp | 86.9%+3.6pp | 80.1%+10.4pp |
| Annual return | 20.33% | 46.41%-26.1pp | 42.33%-22.0pp | 217.08%-196.7pp |
| Employer contribution / active EE | $3,956 | $6,841-42.2% | $6,419-38.4% | $4,299-8.0% |
| Participant deferral / active EE | $7,300 | $9,865-26.0% | $9,331-21.8% | $6,507+12.2% |
| Admin fee / account holder | $674 | $17,692-96.2% | $16,305-95.9% | $12,624-94.7% |