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 | $116,718 | $108,919+7.2% | $100,391+16.3% | $145,922-20.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.83% | 57.88%-42.1pp | 49.20%-33.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $2,232 | $4,419-49.5% | $3,942-43.4% | $4,660-52.1% |
| Participant deferral / active EE | $3,894 | $8,445-53.9% | $8,082-51.8% | $6,688-41.8% |
| Admin fee / account holder | $4,854 | $9,689-49.9% | $7,899-38.6% | $13,397-63.8% |