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 | $173,391 | $185,822-6.7% | $169,993+2.0% | $139,434+24.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.53% | 60.50%-42.0pp | 53.37%-34.8pp | 372.94%-354.4pp |
| Employer contribution / active EE | $2,368 | $7,590-68.8% | $6,785-65.1% | $4,751-50.2% |
| Participant deferral / active EE | $7,667 | $11,622-34.0% | $10,408-26.3% | $6,710+14.3% |
| Admin fee / account holder | $30,205 | $15,381+96.4% | $12,815+135.7% | $11,403+164.9% |