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 | $163,183 | $176,056-7.3% | $159,436+2.3% | $167,490-2.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.29% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,343 | $5,297-74.7% | $4,829-72.2% | $4,837-72.2% |
| Participant deferral / active EE | $5,005 | $7,750-35.4% | $7,352-31.9% | $6,341-21.1% |
| Admin fee / account holder | $4,005 | $12,554-68.1% | $10,799-62.9% | $12,309-67.5% |