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 | $125,758 | $152,587-17.6% | $125,175+0.5% | $152,861-17.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 21.70% | 54.84%-33.1pp | 43.79%-22.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,752 | $4,946-24.1% | $3,865-2.9% | $4,762-21.2% |
| Participant deferral / active EE | $7,819 | $5,868+33.2% | $4,937+58.4% | $5,850+33.6% |
| Admin fee / account holder | $14,891 | $13,434+10.8% | $9,702+53.5% | $11,596+28.4% |