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 | $154,228+15.2% | $145,433+22.2% | $137,256+29.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 14.82% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,264 | $4,804+9.6% | $4,554+15.6% | $4,156+26.7% |
| Participant deferral / active EE | $9,237 | $8,216+12.4% | $7,897+17.0% | $6,407+44.2% |
| Admin fee / account holder | $1,869 | $14,344-87.0% | $13,129-85.8% | $12,270-84.8% |