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 | $187,958 | $148,534+26.5% | $135,903+38.3% | $139,434+34.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.72% | 79.19%-65.5pp | 68.23%-54.5pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,602 | $5,243+6.8% | $4,856+15.4% | $4,751+17.9% |
| Participant deferral / active EE | $7,363 | $8,100-9.1% | $7,758-5.1% | $6,710+9.7% |
| Admin fee / account holder | $3,146 | $12,400-74.6% | $10,762-70.8% | $11,403-72.4% |