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 8-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 | $197,072 | $228,332-13.7% | $185,823+6.1% | $158,922+24.0% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.75% | 40.80%-30.0pp | 35.95%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $2,866 | $4,967-42.3% | $4,087-29.9% | $4,761-39.8% |
| Participant deferral / active EE | $24,053 | $6,415+275.0% | $5,632+327.1% | $5,982+302.1% |
| Admin fee / account holder | $2,078 | $11,864-82.5% | $9,500-78.1% | $11,246-81.5% |