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 7-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 | $198,245 | $177,572+11.6% | $154,803+28.1% | $142,382+39.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.96% | 65.07%-50.1pp | 58.88%-43.9pp | 217.08%-202.1pp |
| Employer contribution / active EE | $2,780 | $4,810-42.2% | $4,305-35.4% | $4,299-35.3% |
| Participant deferral / active EE | $6,584 | $6,272+5.0% | $5,540+18.8% | $6,507+1.2% |
| Admin fee / account holder | $1,387 | $16,786-91.7% | $14,329-90.3% | $12,624-89.0% |