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 | $180,812 | $177,572+1.8% | $154,803+16.8% | $142,382+27.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.46% | 65.07%-47.6pp | 58.88%-41.4pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,974 | $4,810-38.2% | $4,305-30.9% | $4,299-30.8% |
| Participant deferral / active EE | $8,784 | $6,272+40.1% | $5,540+58.5% | $6,507+35.0% |
| Admin fee / account holder | $4,024 | $16,786-76.0% | $14,329-71.9% | $12,624-68.1% |