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 | $184,373 | $179,726+2.6% | $156,263+18.0% | $142,382+29.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.92% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.2pp |
| Employer contribution / active EE | $4,181 | $5,069-17.5% | $4,333-3.5% | $4,299-2.7% |
| Participant deferral / active EE | $7,106 | $6,956+2.2% | $6,158+15.4% | $6,507+9.2% |
| Admin fee / account holder | $33,657 | $17,272+94.9% | $14,255+136.1% | $12,624+166.6% |