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 | $135,899 | $127,065+7.0% | $113,168+20.1% | $142,382-4.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 17.99% | 24.03%-6.0pp | 24.27%-6.3pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,298 | $3,442-33.2% | $2,975-22.8% | $4,299-46.5% |
| Participant deferral / active EE | $13,927 | $5,716+143.6% | $5,107+172.7% | $6,507+114.0% |
| Admin fee / account holder | $1,857 | $15,736-88.2% | $12,068-84.6% | $12,624-85.3% |