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 | $193,388 | $177,572+8.9% | $154,803+24.9% | $142,382+35.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 18.41% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,653 | $4,810-44.9% | $4,305-38.4% | $4,299-38.3% |
| Participant deferral / active EE | $8,637 | $6,272+37.7% | $5,540+55.9% | $6,507+32.7% |
| Admin fee / account holder | $2,524 | $16,786-85.0% | $14,329-82.4% | $12,624-80.0% |