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 8-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 | $134,922 | $159,602-15.5% | $150,045-10.1% | $142,382-5.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 19.43% | 70.24%-50.8pp | 62.55%-43.1pp | 217.08%-197.6pp |
| Employer contribution / active EE | $3,780 | $4,961-23.8% | $4,693-19.5% | $4,299-12.1% |
| Participant deferral / active EE | $12,453 | $8,310+49.9% | $7,997+55.7% | $6,507+91.4% |
| Admin fee / account holder | $9,605 | $14,846-35.3% | $13,435-28.5% | $12,624-23.9% |