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 | $194,834 | $165,984+17.4% | $164,813+18.2% | $145,922+33.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.36% | 100.03%-86.7pp | 69.93%-56.6pp | 561.29%-547.9pp |
| Employer contribution / active EE | $5,581 | $5,273+5.8% | $4,341+28.6% | $4,660+19.8% |
| Participant deferral / active EE | $5,743 | $6,959-17.5% | $6,031-4.8% | $6,688-14.1% |
| Admin fee / account holder | $13,847 | $16,648-16.8% | $12,690+9.1% | $13,397+3.4% |