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 | $196,998 | $177,572+10.9% | $154,803+27.3% | $142,382+38.4% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.31% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $1,837 | $4,810-61.8% | $4,305-57.3% | $4,299-57.3% |
| Participant deferral / active EE | $6,995 | $6,272+11.5% | $5,540+26.2% | $6,507+7.5% |
| Admin fee / account holder | $18,005 | $16,786+7.3% | $14,329+25.7% | $12,624+42.6% |