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 10-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 | $138,421 | $152,587-9.3% | $125,175+10.6% | $152,861-9.4% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 23.05% | 54.84%-31.8pp | 43.79%-20.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,319 | $4,946-12.7% | $3,865+11.7% | $4,762-9.3% |
| Participant deferral / active EE | $5,678 | $5,868-3.2% | $4,937+15.0% | $5,850-2.9% |
| Admin fee / account holder | $15,875 | $13,434+18.2% | $9,702+63.6% | $11,596+36.9% |