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 | $190,018 | $163,101+16.5% | $136,749+39.0% | $142,382+33.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.66% | 27.54%-12.9pp | 24.33%-9.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $7,287 | $4,117+77.0% | $3,400+114.4% | $4,299+69.5% |
| Participant deferral / active EE | $7,501 | $5,585+34.3% | $4,692+59.9% | $6,507+15.3% |
| Admin fee / account holder | $6,038 | $14,318-57.8% | $11,386-47.0% | $12,624-52.2% |