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 | $145,578 | $179,726-19.0% | $156,263-6.8% | $142,382+2.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 19.46% | 77.86%-58.4pp | 59.47%-40.0pp | 217.08%-197.6pp |
| Employer contribution / active EE | $5,422 | $5,069+7.0% | $4,333+25.1% | $4,299+26.1% |
| Participant deferral / active EE | $2,234 | $6,956-67.9% | $6,158-63.7% | $6,507-65.7% |
| Admin fee / account holder | $1,384 | $17,272-92.0% | $14,255-90.3% | $12,624-89.0% |