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 | $125,939 | $159,602-21.1% | $150,045-16.1% | $142,382-11.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.41% | 70.24%-54.8pp | 62.55%-47.1pp | 217.08%-201.7pp |
| Employer contribution / active EE | $5,178 | $4,961+4.4% | $4,693+10.3% | $4,299+20.5% |
| Participant deferral / active EE | $19,166 | $8,310+130.6% | $7,997+139.7% | $6,507+194.5% |
| Admin fee / account holder | $29,076 | $14,846+95.8% | $13,435+116.4% | $12,624+130.3% |