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 8-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 | $118,284 | $124,425-4.9% | $112,040+5.6% | $137,256-13.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 18.01% | 24.72%-6.7pp | 24.52%-6.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $8,438 | $3,411+147.3% | $2,954+185.6% | $4,156+103.0% |
| Participant deferral / active EE | $5,368 | $5,718-6.1% | $5,098+5.3% | $6,407-16.2% |
| Admin fee / account holder | $2,194 | $15,207-85.6% | $12,098-81.9% | $12,270-82.1% |