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 | $172,853 | $177,572-2.7% | $154,803+11.7% | $142,382+21.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.21% | 65.07%-47.9pp | 58.88%-41.7pp | 217.08%-199.9pp |
| Employer contribution / active EE | $3,500 | $4,810-27.2% | $4,305-18.7% | $4,299-18.6% |
| Participant deferral / active EE | $5,016 | $6,272-20.0% | $5,540-9.5% | $6,507-22.9% |
| Admin fee / account holder | $11,740 | $16,786-30.1% | $14,329-18.1% | $12,624-7.0% |