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 10-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 | $197,004 | $165,335+19.2% | $149,696+31.6% | $158,922+24.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.34% | 348.15%-329.8pp | 276.60%-258.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $3,544 | $5,103-30.6% | $4,644-23.7% | $4,761-25.6% |
| Participant deferral / active EE | $7,338 | $7,181+2.2% | $6,842+7.2% | $5,982+22.7% |
| Admin fee / account holder | $2,089 | $10,807-80.7% | $9,309-77.6% | $11,246-81.4% |