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 8-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 | $189,463 | $201,272-5.9% | $184,203+2.9% | $145,922+29.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 14.73% | 29.00%-14.3pp | 28.81%-14.1pp | 561.29%-546.6pp |
| Employer contribution / active EE | $4,134 | $7,022-41.1% | $6,427-35.7% | $4,660-11.3% |
| Participant deferral / active EE | $21,179 | $9,806+116.0% | $9,131+131.9% | $6,688+216.7% |
| Admin fee / account holder | $1,351 | $16,364-91.7% | $13,901-90.3% | $13,397-89.9% |