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 | $208,926 | $154,228+35.5% | $145,433+43.7% | $137,256+52.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 13.51% | 74.59%-61.1pp | 66.58%-53.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,737 | $4,804-22.2% | $4,554-18.0% | $4,156-10.1% |
| Participant deferral / active EE | $14,226 | $8,216+73.1% | $7,897+80.1% | $6,407+122.0% |
| Admin fee / account holder | $10,518 | $14,344-26.7% | $13,129-19.9% | $12,270-14.3% |