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 | $157,494 | $148,534+6.0% | $135,903+15.9% | $139,434+13.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.93% | 79.19%-62.3pp | 68.23%-51.3pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,267 | $5,243-56.8% | $4,856-53.3% | $4,751-52.3% |
| Participant deferral / active EE | $11,770 | $8,100+45.3% | $7,758+51.7% | $6,710+75.4% |
| Admin fee / account holder | $13,984 | $12,400+12.8% | $10,762+29.9% | $11,403+22.6% |