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 6-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 | $177,466 | $197,591-10.2% | $177,821-0.2% | $158,922+11.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 46.44% | 58.76%-12.3pp | 48.32%-1.9pp | 302.83%-256.4pp |
| Employer contribution / active EE | $8,111 | $6,697+21.1% | $5,918+37.0% | $4,761+70.4% |
| Participant deferral / active EE | $6,500 | $8,405-22.7% | $7,714-15.7% | $5,982+8.7% |
| Admin fee / account holder | $1,383 | $15,399-91.0% | $12,427-88.9% | $11,246-87.7% |