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 5-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 | $143,296 | $172,111-16.7% | $150,298-4.7% | $137,256+4.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.22% | 69.37%-47.1pp | 62.79%-40.6pp | 220.34%-198.1pp |
| Employer contribution / active EE | $4,105 | $4,636-11.5% | $4,154-1.2% | $4,156-1.2% |
| Participant deferral / active EE | $16,107 | $6,166+161.2% | $5,453+195.4% | $6,407+151.4% |
| Admin fee / account holder | $1,399 | $16,471-91.5% | $14,116-90.1% | $12,270-88.6% |