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 | $205,817 | $148,534+38.6% | $135,903+51.4% | $139,434+47.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.89% | 79.19%-63.3pp | 68.23%-52.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,657 | $5,243-49.3% | $4,856-45.3% | $4,751-44.1% |
| Participant deferral / active EE | $7,486 | $8,100-7.6% | $7,758-3.5% | $6,710+11.6% |
| Admin fee / account holder | $12,027 | $12,400-3.0% | $10,762+11.8% | $11,403+5.5% |