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 6-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 | $154,050 | $175,202-12.1% | $149,673+2.9% | $139,434+10.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 19.13% | 166.71%-147.6pp | 134.42%-115.3pp | 372.94%-353.8pp |
| Employer contribution / active EE | $2,763 | $5,474-49.5% | $4,818-42.6% | $4,751-41.8% |
| Participant deferral / active EE | $12,333 | $6,519+89.2% | $5,680+117.1% | $6,710+83.8% |
| Admin fee / account holder | $2,610 | $16,150-83.8% | $13,210-80.2% | $11,403-77.1% |