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 | $168,611 | $148,534+13.5% | $135,903+24.1% | $139,434+20.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.40% | 79.19%-62.8pp | 68.23%-51.8pp | 372.94%-356.5pp |
| Employer contribution / active EE | $2,821 | $5,243-46.2% | $4,856-41.9% | $4,751-40.6% |
| Participant deferral / active EE | $10,568 | $8,100+30.5% | $7,758+36.2% | $6,710+57.5% |
| Admin fee / account holder | $1,058 | $12,400-91.5% | $10,762-90.2% | $11,403-90.7% |