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 | $129,156 | $177,572-27.3% | $154,803-16.6% | $142,382-9.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 23.57% | 65.07%-41.5pp | 58.88%-35.3pp | 217.08%-193.5pp |
| Employer contribution / active EE | $4,040 | $4,810-16.0% | $4,305-6.2% | $4,299-6.0% |
| Participant deferral / active EE | $11,031 | $6,272+75.9% | $5,540+99.1% | $6,507+69.5% |
| Admin fee / account holder | $25,064 | $16,786+49.3% | $14,329+74.9% | $12,624+98.5% |