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 | $173,229 | $177,572-2.4% | $154,803+11.9% | $142,382+21.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 42.95% | 65.07%-22.1pp | 58.88%-15.9pp | 217.08%-174.1pp |
| Employer contribution / active EE | $11,974 | $4,810+148.9% | $4,305+178.1% | $4,299+178.5% |
| Participant deferral / active EE | $6,988 | $6,272+11.4% | $5,540+26.1% | $6,507+7.4% |
| Admin fee / account holder | $4,260 | $16,786-74.6% | $14,329-70.3% | $12,624-66.3% |