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 | $112,321 | $114,381-1.8% | $107,525+4.5% | $142,382-21.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.89% | 242.71%-225.8pp | 181.32%-164.4pp | 217.08%-200.2pp |
| Employer contribution / active EE | $3,878 | $4,015-3.4% | $3,754+3.3% | $4,299-9.8% |
| Participant deferral / active EE | $7,120 | $5,564+28.0% | $5,116+39.2% | $6,507+9.4% |
| Admin fee / account holder | $15,689 | $9,860+59.1% | $8,919+75.9% | $12,624+24.3% |