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 7-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 | $34,938 | $148,534-76.5% | $135,903-74.3% | $139,434-74.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.22% | 79.19%-51.0pp | 68.23%-40.0pp | 372.94%-344.7pp |
| Employer contribution / active EE | $3,751 | $5,243-28.5% | $4,856-22.8% | $4,751-21.0% |
| Participant deferral / active EE | $7,121 | $8,100-12.1% | $7,758-8.2% | $6,710+6.1% |
| Admin fee / account holder | $3,037 | $12,400-75.5% | $10,762-71.8% | $11,403-73.4% |