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 | $209,155 | $177,572+17.8% | $154,803+35.1% | $142,382+46.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 11.68% | 65.07%-53.4pp | 58.88%-47.2pp | 217.08%-205.4pp |
| Employer contribution / active EE | $4,185 | $4,810-13.0% | $4,305-2.8% | $4,299-2.7% |
| Participant deferral / active EE | $6,821 | $6,272+8.8% | $5,540+23.1% | $6,507+4.8% |
| Admin fee / account holder | $6,113 | $16,786-63.6% | $14,329-57.3% | $12,624-51.6% |