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 | $155,189 | $201,272-22.9% | $184,203-15.8% | $145,922+6.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 13.56% | 29.00%-15.4pp | 28.81%-15.3pp | 561.29%-547.7pp |
| Employer contribution / active EE | $24,882 | $7,022+254.4% | $6,427+287.1% | $4,660+434.0% |
| Participant deferral / active EE | $12,165 | $9,806+24.1% | $9,131+33.2% | $6,688+81.9% |
| Admin fee / account holder | $12,698 | $16,364-22.4% | $13,901-8.7% | $13,397-5.2% |