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 6-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 | $142,840 | $159,602-10.5% | $150,045-4.8% | $142,382+0.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 17.50% | 70.24%-52.7pp | 62.55%-45.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,308 | $4,961-53.5% | $4,693-50.8% | $4,299-46.3% |
| Participant deferral / active EE | $11,171 | $8,310+34.4% | $7,997+39.7% | $6,507+71.7% |
| Admin fee / account holder | $1,594 | $14,846-89.3% | $13,435-88.1% | $12,624-87.4% |