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 7-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 | $174,829 | $183,519-4.7% | $155,509+12.4% | $145,922+19.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.68% | 61.17%-51.5pp | 64.67%-55.0pp | 561.29%-551.6pp |
| Employer contribution / active EE | $3,221 | $5,313-39.4% | $4,672-31.1% | $4,660-30.9% |
| Participant deferral / active EE | $3,919 | $6,462-39.4% | $5,626-30.3% | $6,688-41.4% |
| Admin fee / account holder | $7,185 | $19,313-62.8% | $15,912-54.8% | $13,397-46.4% |