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 | $185,348 | $159,934+15.9% | $147,005+26.1% | $145,959+27.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.26% | 98.24%-77.0pp | 418.76%-397.5pp | 561.95%-540.7pp |
| Employer contribution / active EE | $3,330 | $5,287-37.0% | $4,934-32.5% | $4,661-28.5% |
| Participant deferral / active EE | $7,819 | $8,427-7.2% | $8,070-3.1% | $6,689+16.9% |
| Admin fee / account holder | $6,849 | $15,053-54.5% | $13,006-47.3% | $13,398-48.9% |