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 7-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 | $152,249 | $177,572-14.3% | $154,803-1.7% | $142,382+6.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.83% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $5,224 | $4,810+8.6% | $4,305+21.3% | $4,299+21.5% |
| Participant deferral / active EE | $4,968 | $6,272-20.8% | $5,540-10.3% | $6,507-23.6% |
| Admin fee / account holder | $3,825 | $16,786-77.2% | $14,329-73.3% | $12,624-69.7% |