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 7-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 | $146,253 | $159,602-8.4% | $150,045-2.5% | $142,382+2.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.80% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,704 | $4,961-5.2% | $4,693+0.2% | $4,299+9.4% |
| Participant deferral / active EE | $16,042 | $8,310+93.0% | $7,997+100.6% | $6,507+146.5% |
| Admin fee / account holder | $11,621 | $14,846-21.7% | $13,435-13.5% | $12,624-7.9% |