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 | $140,241 | $154,228-9.1% | $145,433-3.6% | $137,256+2.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.48% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.9pp |
| Employer contribution / active EE | $5,390 | $4,804+12.2% | $4,554+18.3% | $4,156+29.7% |
| Participant deferral / active EE | $6,424 | $8,216-21.8% | $7,897-18.7% | $6,407+0.3% |
| Admin fee / account holder | $55,299 | $14,344+285.5% | $13,129+321.2% | $12,270+350.7% |