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 | $158,530 | $159,602-0.7% | $150,045+5.7% | $142,382+11.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.49% | 70.24%-55.7pp | 62.55%-48.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $12,691 | $4,961+155.8% | $4,693+170.4% | $4,299+195.2% |
| Participant deferral / active EE | $6,919 | $8,310-16.7% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $14,537 | $14,846-2.1% | $13,435+8.2% | $12,624+15.2% |