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 5-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 | $127,438 | $176,377-27.7% | $134,143-5.0% | $158,922-19.8% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 11.89% | 63.63%-51.7pp | 36.33%-24.4pp | 302.83%-290.9pp |
| Employer contribution / active EE | $5,200 | $5,040+3.2% | $3,704+40.4% | $4,761+9.2% |
| Participant deferral / active EE | $8,667 | $4,091+111.8% | $3,499+147.7% | $5,982+44.9% |
| Admin fee / account holder | $1,504 | $8,718-82.8% | $6,684-77.5% | $11,246-86.6% |