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 10-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 | $143,831 | $168,632-14.7% | $147,614-2.6% | $125,391+14.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.27% | 77.65%-76.4pp | 61.98%-60.7pp | 282.22%-281.0pp |
| Employer contribution / active EE | $6,256 | $6,252+0.1% | $5,564+12.4% | $4,866+28.6% |
| Participant deferral / active EE | $12,759 | $5,507+131.7% | $4,895+160.6% | $5,352+138.4% |
| Admin fee / account holder | $1,323 | $13,580-90.3% | $11,611-88.6% | $9,540-86.1% |