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 | $163,449 | $177,572-8.0% | $154,803+5.6% | $142,382+14.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 19.54% | 65.07%-45.5pp | 58.88%-39.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $4,356 | $4,810-9.4% | $4,305+1.2% | $4,299+1.3% |
| Participant deferral / active EE | $14,250 | $6,272+127.2% | $5,540+157.2% | $6,507+119.0% |
| Admin fee / account holder | $3,332 | $16,786-80.1% | $14,329-76.7% | $12,624-73.6% |