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 | $181,754 | $177,572+2.4% | $154,803+17.4% | $142,382+27.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.48% | 65.07%-44.6pp | 58.88%-38.4pp | 217.08%-196.6pp |
| Employer contribution / active EE | $10,823 | $4,810+125.0% | $4,305+151.4% | $4,299+151.8% |
| Participant deferral / active EE | $6,815 | $6,272+8.7% | $5,540+23.0% | $6,507+4.7% |
| Admin fee / account holder | $3,238 | $16,786-80.7% | $14,329-77.4% | $12,624-74.4% |