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 9-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 | $135,352 | $148,534-8.9% | $135,903-0.4% | $139,434-2.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 31.89% | 79.19%-47.3pp | 68.23%-36.3pp | 372.94%-341.0pp |
| Employer contribution / active EE | $7,157 | $5,243+36.5% | $4,856+47.4% | $4,751+50.7% |
| Participant deferral / active EE | $8,397 | $8,100+3.7% | $7,758+8.2% | $6,710+25.1% |
| Admin fee / account holder | $6,384 | $12,400-48.5% | $10,762-40.7% | $11,403-44.0% |