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 | $177,741 | $159,602+11.4% | $150,045+18.5% | $142,382+24.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 14.82% | 70.24%-55.4pp | 62.55%-47.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,264 | $4,961+6.1% | $4,693+12.2% | $4,299+22.4% |
| Participant deferral / active EE | $9,237 | $8,310+11.1% | $7,997+15.5% | $6,507+41.9% |
| Admin fee / account holder | $1,869 | $14,846-87.4% | $13,435-86.1% | $12,624-85.2% |