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 | $145,217 | $159,602-9.0% | $150,045-3.2% | $142,382+2.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.25% | 70.24%-54.0pp | 62.55%-46.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $5,352 | $4,961+7.9% | $4,693+14.0% | $4,299+24.5% |
| Participant deferral / active EE | $18,219 | $8,310+119.2% | $7,997+127.8% | $6,507+180.0% |
| Admin fee / account holder | $931 | $14,846-93.7% | $13,435-93.1% | $12,624-92.6% |