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 | $148,978+8.0% | $200,582-19.8% | $84,808+89.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 14.05% | 28.16%-14.1pp | 42.33%-28.3pp | 40.90%-26.8pp |
| Employer contribution / active EE | $3,575 | $4,815-25.8% | $6,419-44.3% | $2,631+35.9% |
| Participant deferral / active EE | $9,344 | $7,142+30.8% | $9,331+0.1% | $4,212+121.9% |
| Admin fee / account holder | $14,904 | $13,977+6.6% | $16,305-8.6% | $7,344+103.0% |