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 | $134,918 | $177,572-24.0% | $154,803-12.8% | $142,382-5.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 16.57% | 65.07%-48.5pp | 58.88%-42.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,477 | $4,810-48.5% | $4,305-42.5% | $4,299-42.4% |
| Participant deferral / active EE | $7,443 | $6,272+18.7% | $5,540+34.3% | $6,507+14.4% |
| Admin fee / account holder | $13,107 | $16,786-21.9% | $14,329-8.5% | $12,624+3.8% |