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 | $162,458 | $94,752+71.5% | $112,887+43.9% | $139,434+16.5% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 21.80% | 40.88%-19.1pp | 34.10%-12.3pp | 372.94%-351.1pp |
| Employer contribution / active EE | $5,413 | $4,625+17.0% | $4,563+18.6% | $4,751+13.9% |
| Participant deferral / active EE | $6,109 | $6,512-6.2% | $6,513-6.2% | $6,710-9.0% |
| Admin fee / account holder | $12,409 | $8,527+45.5% | $7,047+76.1% | $11,403+8.8% |