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 | $160,699 | $209,411-23.3% | $178,490-10.0% | $158,922+1.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.18% | 188.75%-174.6pp | 151.07%-136.9pp | 302.83%-288.6pp |
| Employer contribution / active EE | $6,130 | $5,706+7.4% | $5,011+22.3% | $4,761+28.8% |
| Participant deferral / active EE | $5,026 | $5,954-15.6% | $5,202-3.4% | $5,982-16.0% |
| Admin fee / account holder | $2,985 | $17,074-82.5% | $13,984-78.7% | $11,246-73.5% |