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 | $164,593 | $183,519-10.3% | $155,509+5.8% | $145,922+12.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 26.33% | 61.17%-34.8pp | 64.67%-38.3pp | 561.29%-535.0pp |
| Employer contribution / active EE | $3,007 | $5,313-43.4% | $4,672-35.6% | $4,660-35.5% |
| Participant deferral / active EE | $3,852 | $6,462-40.4% | $5,626-31.5% | $6,688-42.4% |
| Admin fee / account holder | $3,297 | $19,313-82.9% | $15,912-79.3% | $13,397-75.4% |