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 | $189,224 | $177,572+6.6% | $154,803+22.2% | $142,382+32.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.19% | 65.07%-44.9pp | 58.88%-38.7pp | 217.08%-196.9pp |
| Employer contribution / active EE | $13,627 | $4,810+183.3% | $4,305+216.5% | $4,299+217.0% |
| Participant deferral / active EE | $3,823 | $6,272-39.0% | $5,540-31.0% | $6,507-41.2% |
| Admin fee / account holder | $1,666 | $16,786-90.1% | $14,329-88.4% | $12,624-86.8% |