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 | $131,813 | $138,347-4.7% | $184,203-28.4% | $80,856+63.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 18.66% | 20.02%-1.4pp | 28.81%-10.2pp | 35.59%-16.9pp |
| Employer contribution / active EE | $5,671 | $4,850+16.9% | $6,427-11.8% | $2,755+105.9% |
| Participant deferral / active EE | $8,311 | $7,071+17.5% | $9,131-9.0% | $4,296+93.5% |
| Admin fee / account holder | $7,884 | $10,483-24.8% | $13,901-43.3% | $6,918+14.0% |