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 | $159,045 | $179,726-11.5% | $156,263+1.8% | $142,382+11.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 10.82% | 77.86%-67.0pp | 59.47%-48.6pp | 217.08%-206.3pp |
| Employer contribution / active EE | $3,414 | $5,069-32.7% | $4,333-21.2% | $4,299-20.6% |
| Participant deferral / active EE | $11,489 | $6,956+65.2% | $6,158+86.6% | $6,507+76.6% |
| Admin fee / account holder | $1,419 | $17,272-91.8% | $14,255-90.0% | $12,624-88.8% |