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 8-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 | $157,254 | $177,572-11.4% | $154,803+1.6% | $142,382+10.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.42% | 65.07%-45.7pp | 58.88%-39.5pp | 217.08%-197.7pp |
| Employer contribution / active EE | $9,519 | $4,810+97.9% | $4,305+121.1% | $4,299+121.4% |
| Participant deferral / active EE | $18,133 | $6,272+189.1% | $5,540+227.3% | $6,507+178.7% |
| Admin fee / account holder | $2,236 | $16,786-86.7% | $14,329-84.4% | $12,624-82.3% |