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 4-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 | $191,262 | $185,822+2.9% | $169,993+12.5% | $139,434+37.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.36% | 60.50%-47.1pp | 53.37%-40.0pp | 372.94%-359.6pp |
| Employer contribution / active EE | $4,090 | $7,590-46.1% | $6,785-39.7% | $4,751-13.9% |
| Participant deferral / active EE | $5,641 | $11,622-51.5% | $10,408-45.8% | $6,710-15.9% |
| Admin fee / account holder | $1,074 | $15,381-93.0% | $12,815-91.6% | $11,403-90.6% |