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 | $135,993 | $154,228-11.8% | $145,433-6.5% | $137,256-0.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 22.19% | 74.59%-52.4pp | 66.58%-44.4pp | 220.34%-198.2pp |
| Employer contribution / active EE | $20,498 | $4,804+326.7% | $4,554+350.1% | $4,156+393.2% |
| Participant deferral / active EE | $17,724 | $8,216+115.7% | $7,897+124.4% | $6,407+176.6% |
| Admin fee / account holder | $833 | $14,344-94.2% | $13,129-93.7% | $12,270-93.2% |