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 | $184,044 | $148,534+23.9% | $135,903+35.4% | $139,434+32.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.32% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,262 | $5,243-37.8% | $4,856-32.8% | $4,751-31.3% |
| Participant deferral / active EE | $11,035 | $8,100+36.2% | $7,758+42.2% | $6,710+64.5% |
| Admin fee / account holder | $11,635 | $12,400-6.2% | $10,762+8.1% | $11,403+2.0% |