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 4-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 | $163,468 | $177,572-7.9% | $154,803+5.6% | $142,382+14.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.12% | 65.07%-49.0pp | 58.88%-42.8pp | 217.08%-201.0pp |
| Employer contribution / active EE | $3,299 | $4,810-31.4% | $4,305-23.4% | $4,299-23.3% |
| Participant deferral / active EE | $5,804 | $6,272-7.5% | $5,540+4.8% | $6,507-10.8% |
| Admin fee / account holder | $5,219 | $16,786-68.9% | $14,329-63.6% | $12,624-58.7% |