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 | $154,924 | $159,602-2.9% | $150,045+3.3% | $142,382+8.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 20.68% | 70.24%-49.6pp | 62.55%-41.9pp | 217.08%-196.4pp |
| Employer contribution / active EE | $4,930 | $4,961-0.6% | $4,693+5.0% | $4,299+14.7% |
| Participant deferral / active EE | $17,959 | $8,310+116.1% | $7,997+124.6% | $6,507+176.0% |
| Admin fee / account holder | $2,892 | $14,846-80.5% | $13,435-78.5% | $12,624-77.1% |