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 6-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 | $163,617 | $177,572-7.9% | $154,803+5.7% | $142,382+14.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.65% | 65.07%-50.4pp | 58.88%-44.2pp | 217.08%-202.4pp |
| Employer contribution / active EE | $4,566 | $4,810-5.1% | $4,305+6.1% | $4,299+6.2% |
| Participant deferral / active EE | $10,124 | $6,272+61.4% | $5,540+82.7% | $6,507+55.6% |
| Admin fee / account holder | $2,667 | $16,786-84.1% | $14,329-81.4% | $12,624-78.9% |