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 | $130,815 | $148,534-11.9% | $135,903-3.7% | $139,434-6.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.22% | 79.19%-63.0pp | 68.23%-52.0pp | 372.94%-356.7pp |
| Employer contribution / active EE | $4,823 | $5,243-8.0% | $4,856-0.7% | $4,751+1.5% |
| Participant deferral / active EE | $9,658 | $8,100+19.2% | $7,758+24.5% | $6,710+43.9% |
| Admin fee / account holder | $3,437 | $12,400-72.3% | $10,762-68.1% | $11,403-69.9% |