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 | $133,888 | $159,602-16.1% | $150,045-10.8% | $142,382-6.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.50% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,684 | $4,961-66.0% | $4,693-64.1% | $4,299-60.8% |
| Participant deferral / active EE | $6,926 | $8,310-16.7% | $7,997-13.4% | $6,507+6.4% |
| Admin fee / account holder | $3,436 | $14,846-76.9% | $13,435-74.4% | $12,624-72.8% |