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 | $105,381 | $106,515-1.1% | $96,683+9.0% | $139,434-24.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 16.54% | 38.43%-21.9pp | 35.69%-19.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $1,955 | $4,103-52.4% | $3,737-47.7% | $4,751-58.9% |
| Participant deferral / active EE | $5,517 | $5,454+1.2% | $4,878+13.1% | $6,710-17.8% |
| Admin fee / account holder | $1,237 | $7,877-84.3% | $6,730-81.6% | $11,403-89.2% |