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 | $160,930 | $146,267+10.0% | $197,124-18.4% | $82,448+95.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 14.05% | 29.61%-15.6pp | 44.34%-30.3pp | 41.64%-27.6pp |
| Employer contribution / active EE | $3,575 | $4,723-24.3% | $6,227-42.6% | $2,551+40.1% |
| Participant deferral / active EE | $9,344 | $7,035+32.8% | $9,135+2.3% | $4,139+125.7% |
| Admin fee / account holder | $14,904 | $14,422+3.3% | $16,298-8.6% | $7,234+106.0% |