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 | $140,925 | $177,572-20.6% | $154,803-9.0% | $142,382-1.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.08% | 65.07%-51.0pp | 58.88%-44.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $3,197 | $4,810-33.5% | $4,305-25.7% | $4,299-25.6% |
| Participant deferral / active EE | $10,620 | $6,272+69.3% | $5,540+91.7% | $6,507+63.2% |
| Admin fee / account holder | $1,142 | $16,786-93.2% | $14,329-92.0% | $12,624-91.0% |