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 | $173,283 | $154,228+12.4% | $145,433+19.1% | $137,256+26.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 17.26% | 74.59%-57.3pp | 66.58%-49.3pp | 220.34%-203.1pp |
| Employer contribution / active EE | $4,864 | $4,804+1.2% | $4,554+6.8% | $4,156+17.0% |
| Participant deferral / active EE | $9,909 | $8,216+20.6% | $7,897+25.5% | $6,407+54.7% |
| Admin fee / account holder | $6,555 | $14,344-54.3% | $13,129-50.1% | $12,270-46.6% |