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 | $132,399 | $159,602-17.0% | $150,045-11.8% | $142,382-7.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 15.08% | 70.24%-55.2pp | 62.55%-47.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $5,847 | $4,961+17.9% | $4,693+24.6% | $4,299+36.0% |
| Participant deferral / active EE | $7,458 | $8,310-10.2% | $7,997-6.7% | $6,507+14.6% |
| Admin fee / account holder | $20,134 | $14,846+35.6% | $13,435+49.9% | $12,624+59.5% |