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 3-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 | $144,041 | $179,726-19.9% | $156,263-7.8% | $142,382+1.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 15.62% | 77.86%-62.2pp | 59.47%-43.8pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,775 | $5,069-25.5% | $4,333-12.9% | $4,299-12.2% |
| Participant deferral / active EE | $7,545 | $6,956+8.5% | $6,158+22.5% | $6,507+15.9% |
| Admin fee / account holder | $13,653 | $17,272-21.0% | $14,255-4.2% | $12,624+8.2% |