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 9-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 | $189,806 | $227,553-16.6% | $189,557+0.1% | $167,490+13.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 13.67% | 78.40%-64.7pp | 64.17%-50.5pp | 478.56%-464.9pp |
| Employer contribution / active EE | $4,777 | $5,316-10.2% | $4,412+8.3% | $4,837-1.3% |
| Participant deferral / active EE | $6,542 | $7,002-6.6% | $6,174+6.0% | $6,341+3.2% |
| Admin fee / account holder | $1,491 | $11,878-87.5% | $9,807-84.8% | $12,309-87.9% |