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 | $130,353 | $209,411-37.8% | $178,490-27.0% | $158,922-18.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 23.67% | 188.75%-165.1pp | 151.07%-127.4pp | 302.83%-279.2pp |
| Employer contribution / active EE | $1,811 | $5,706-68.3% | $5,011-63.9% | $4,761-62.0% |
| Participant deferral / active EE | $6,715 | $5,954+12.8% | $5,202+29.1% | $5,982+12.2% |
| Admin fee / account holder | $11,067 | $17,074-35.2% | $13,984-20.9% | $11,246-1.6% |